Kristine R. Schofield, MBA

Kristine is the EverRise team’s most tenured staff member aside from Jim himself, having joined Jim’s practice as his sole financial assistant in 1999. She has a bachelor’s degree in accounting from Bryant University and a master’s in finance from Bentley University. Kristine has successfully completed the College for Financial Planning’s CERTIFIED FINANCIAL PLANNER™ professional certification education program. Her value within the team is wide-ranging, from her long-standing relationships with existing clients to her in-depth experience in the worlds of compliance, operations, and estate planning. Perhaps most important might be her meticulous work ethic and willingness to go above and beyond for anyone with whom she comes in contact. Designations and Registrations:

• FINRA Series 7, 24, 63, and 66 securities registrations
• Designated principal of our Beverly, Massachusetts, branch
• Massachusetts notary public

When Kristine isn’t working, she loves to spend time with her husband, Brian, and two daughters, Ashley and Izabela, who keep her constantly busy! Kristine also loves to cook, travel, and relax at the beach with family and friends. She grew up in a tight-knit Polish family and is fluent in Polish.