Kristen Hafner, CFP® – Registered Principal/Founder, Financial Planning
Kristen J. Hafner is the founder, president, and top financial planner for women of Financial Moxie. She is dedicated to developing trustworthy relationships and uses her 14 years of financial industry experience to create comprehensive strategies for her clients, helping them to build financial confidence. Kristen earned a bachelor’s degree in Spanish and business management from the University California Irvine and a Master of Business Administration from California State University, Northridge. She currently holds FINRA Series 7, 24, and 66 licenses in addition to being a CERTIFIED FINANCIAL PLANNER™ practitioner.
Before devoting much of her professional time to her financial clients, Kristen owned and operated a legal documentation preparations franchise for over 10 years. She was the youngest person in the history of the company to successfully grow and develop a franchise territory and was continually recognized for providing superior customer service, which she passes on to her clients today. She has built a distinguished clientele that consists of individuals and small business owners who focus on enhancing the financial well-being of women, families, and small businesses.
Kristen is an established resident of Simi Valley, California. In her free time, she enjoys volunteering with Girl Scouts of America; coaching youth Tee Ball, softball, and basketball; teaching art; and spending time with her husband Mike and their two children. She is also a member of SIS, a professional women’s group, as well as the Association of Women Entrepreneurs, Provisors, and Cambridge Investment Research, Inc. Women’s Council.
Call Kristen - 1-877-579-7686 ext. 101
Mayree Workman – Client Virtuoso
Mayree Workman brings over 18 years of financial industry experience, focusing in office efficiency and client service. Her passion is making a difference in the lives of everyone she meets and providing a top notch service experience.
She is a Registered Corporate Coach™(RCC) and a Lean Six Sigma Green belt and as the Client Virtuoso, Mayree takes care of the day to day operations and service of Financial Moxie.
During College, Mayree completed her degree in Culinary Arts and Business Management. She still has a small, creative cake and cookie business. She currently lives in Fairfield, Iowa with her husband, son, dogs and cat. In her free time she enjoys a good cup of coffee, watching her son play USSSA baseball, boating, and antique shopping.
Call Mayree - 1-877-579-7686 ext. 104
Jazmin Anderson – Client Solutions Coordinator
Jazmin brings 10 years plus experience in office operations and customer solutions to Financial Moxie. Her dedication to providing excellent customer solutions is driven by her passion for helping others. She takes time to get to know her clients on a more personal level. Having a good relationship with her clients is key to her success.
In her free time, she enjoys camping and exploring the outdoors with her Husband and daughter. Most of her days are spent chasing after their two-year-old. If they aren’t painting, or playing sports, they are playing in the fairy garden and being creative. She loves teaching her daughter about the importance of being outside and enjoying nature. She resides in lovey Simi Valley where they are active members in their community.
Call Jazmin - 1-877-579-7686 ext. 102
Melissa Hickman – Certified Personal Trainer*
Melissa is a nationally accredited Personal Trainer, Group Fitness Instructor, and is the business owner of H.Y.P.E.D. Fitness. She is certified in a multitude of formats, teaches Bootcamp and various classes at health clubs, and works with clients individually and in small groups. Melissa also has experience leading successful fitness classes at recreation centers, been a volunteer instructor for charity events, and has utilized her dance background to teach a variety of fitness classes for children.
Melissa’s passion for fitness drives her to motivate others to make positive changes towards their health. Despite her successes now, Melissa has faced her own personal struggles with her weight and unhealthy habits growing up. She utilizes this part of her past as a way to connect with her clients. Melissa’s philosophy is that fitness should be fun! She will train you hard, but always with a smile and silliness! Melissa is engaging, always pushing her clients to move towards their next level of personal success. She encourages them to find an activity that inspires them to get moving and assists them in incorporating that activity into their daily lifestyles. Melissa is a firefighter’s wife, the very proud mom of two kids, and the queen snuggler to her pup, Jax.
Summer Bradfield - Certified Personal Trainer
Summer studied Psychology and obtained her Bachelor’s Degree from Buena Vista University out of Storm Lake, IA.
She has been a certified personal trainer since 2019 & fitness has been at the center of Summer’s life since before she can remember. She encouraged many members of her dorm floor to seek out healthier lifestyles by introducing them to the equipment at their campus rec center.
She and her husband have a 2 year old son & another baby on the way! Motherhood has taught summer compassion and shown her the importance of positive reinforcement, in which she uses in her home life and with clients.