Kris L. Zylstra

Financial Planning Specialist | Partner

"The favorite part of my job is being able to develop relationships with my clients. The opportunity to help them live their best financial life gives me such joy. I love what I do!"

With CapTrust Since

2003

Education

Essentials of Investment Consulting  – Investments & Wealth Institute™

Applied Behavioral Finance Certificate Program  – Investments & Wealth Institute™

Experience

CapTrust, Relationship Manager/Partner, 2003 – Present

Tucker Anthony/RBC Dain Rauscher, Financial Advisor, 1997 – 2002

McDonald & Company, Sales Assistant/Financial Advisor, 1991 – 1996

Shearson Lehman Hutton, Sales Assistant, 1987 – 1990

HB Shaine & Associates, Receptionist, 1986

Hometown

Hudsonville, Michigan

Family

Happily married to my awesome husband, Jim. With five kids, there’s never a dull moment – with my oldest getting ready to tie the knot soon!

Hobbies and Relaxation

Traveling the world and weekend getaways are my most favorite way to relax outside of the office. You can also find me running 5Ks and spending time with my family in my down time.

Travel

  • Where I’ve Been:
    • Australia and Italy
  • On the List:
    • Ireland and Scotland

Community Service

  • Love, Inc
  • Women at Risk
  • Pregnancy Resource Center
  • Camp Lake Louise

What got you interested in this field?

My very first “real” job was in the financial industry and I got hooked. I was very interested to learn how the financial markets worked and how that translated into helping clients in one of the most important areas of their life. After 32 years in the industry, a lot has changed, but one core consistency is caring for our clients.

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