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Kyrstin is a Senior Consultant with CSS, a Confluence Company, offering personalized consulting and tailored compliance programs for registered investment advisors who are either established or transitioning to independence. Kyrstin started her career with UBS and obtained her 7, 66, 9 and 10 licenses. She found her niche in compliance while at UBS as the Complex Risk Analyst for Michigan and Ohio markets. She obtained her Investment Advisor Certified Compliance Professional (IACCP®) designation while in-house CCO for a hybrid RIA and its affiliated Institutional RIA. Kyrstin led the compliant growth of the RIA firm, doubling in size and participating as an active management team member for its family of companies, the institutional asset management arm claiming GIPS Compliance, affiliated accounting, and law firms. Her desire to jump into consulting was led by the potential of having a broader impact on the industry, knowing that a robust compliance program allows for a company’s durable and healthy growth.

Kyrstin earned her B.S. from Michigan State University and is active in the Investment Advisors Association, the National Society of Compliance Professionals Regulatory Advisory Committee, and multiple charities supporting mental health awareness. She is a proud and lifelong equestrian competing in hunters and equitation in and around USHJA Zone 5 with her daughter, while her husband and son are avid swimmers and motorsports enthusiasts.