Kris Replogle

Kris Replogle

I like to get things done and to make our clients happy. Having worked in finance on the Tokyo Stock Exchange, in the automotive business and as a consultant to innovative start-ups, I am adaptable and can relate to people from any industry.

I love to see the changes that happen with clients over the years and how excited they get when they start achieving their financial goals. The more I become involved in the financial industry through James, I see the peace of mind he gives clients by helping them save, invest and move in the right direction. Once they get started, our clients look forward to their appointments because they see the progress they are making.  

We strive for long-term relationships with our clients. In 1990, I was an exchange student to Kobe, Japan where I lived with a family who continues to be a part of my life today. Relationships are very important to me ─ with our clients, family and friends.  When I am not helping people develop budgets or assisting with accounts, you can find me in the yoga studio, playing in the kitchen, hanging with my two sons, or enjoying a get together with family and friends.