Adam Torres and Kristin Sweis discuss Kristin’s move to Paradigm Money Management.
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Show Notes:
Paradigm Money Management offers unique solutions for it’s clients. In this episode, Adam Torres and Kristin Sweis, Director and Wealth Manager at Paradigm Money Management, explore Paradigm Money Management and her new role in the firm.
About Kristin Sweis
As Wealth Manager and Director of Paradigm Money Management’s Chicago office, Kristin is responsible for developing and implementing her clients’ personalized financial plans as well as building and maintaining relationships with other advisors that seek independence and want the ability to provide their clients with an unbiased approach to wealth management. Kristin is passionate about providing her clients with the highest quality service for their short- and long-term financial needs, and she takes great pride in the positive feedback she receives from her clients and the close relationships she has built with them.
By taking a holistic approach to wealth management, and leveraging her extensive experience in trust and estate planning, Kristin is able to evaluate all aspects of a client’s personal financial situation to provide a comprehensive strategy to cover even the most complex scenarios and portfolios. Prior to joining Paradigm Kristin spent several years at industry-leading firms in the New York and Chicago metropolitan areas. Throughout her career, clients have lauded Kristin for her candid and honest approach to investment management, and she continues to apply these attributes at Paradigm.
Kristin received a Bachelor of Science degree in business management and international business from Elmhurst College in 2004. Born and raised in the Chicagoland area, Kristin worked on the east coast for several years before returning to Illinois. Kristin now lives in Burr Ridge with her husband and three young daughters and, in her free time, travels the world with her family to experience different cultures. When not traveling, Kristin enjoys the many wonderful dining options of Chicago’s vibrant food scene.
About Paradigm Money Management
Independent advisors only answer to YOU. Being independent means there are no quotas, sales goals, corporate bosses to please. The only person that Paradigm is interested in understanding and helping is you, the client. As an independent fiduciary, Paradigm advisors are mandated to put client needs and wishes first. Not all advisors/ agents have this mandate, but Paradigm holds the fiduciary standard as the highest regard. It’s important to know that independent RIAs have the responsibility to search the industry for the BEST suited products and plans for the client. This is why, at Paradigm, we are constantly scrutinizing the products and services we recommend and compiling only the best options for you. It takes more time to customize every plan, but we respect the independence and individuality of each of our clients. We take time to listen to your concerns and goals, get to know you, and then recommend more than one option, so you have the freedom and flexibility to be a partner in the decision-making process.
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