Moxie is all of us who team up with you to improve your health, wealth, and self. We work to lift up and empower everyone to live their best lives.
Kristen J. Hafner, CFP, MBA, is the founder, president, and head financial planner. She creates comprehensive financial strategies for her clients. Kristen holds three FINRA licenses and is a Certified Divorce Financial Analyst and a Certified Financial PlannerTM.
Shawn Fitzpatrick is Financial Moxie’s Administrative Assistant. She assists account management, reporting and planning, communication, and client management. She has worked in the financial services industry since 2001, and enjoys assisting clients. Shawn currently lives in Phoenix, Arizona, where she enjoys riding her side-by-side UTV at the Dunes in Yuma and spending time with her family.
Tami Michelson is the Customer Relations Specialist for Financial Moxie. She plays a pivotal role in ensuring exceptional client experiences and fostering long-term relationships. With a focus on personalized service, Tami is passionate about understanding clients’ financial needs and helping them navigate the complexities of wealth management with confidence.
