Kristen Kepler

Receptionist & Executive Assistant

Partner

Principal

Kristen Kepler is the Receptionist and Executive Assistant at Balentine. In this role, she ensures all clients, prospects, and guests have first-class in-person and virtual experiences with Balentine while also providing administrative support to the firm’s Chief Operating Officer and Chief Compliance Officer. Prior to joining the firm, Kristen served as a Senior Branch Office Administrator at Edward Jones, where she supported a seasoned Financial Advisor and helped manage daily operations. She holds a Bachelor of Science in Business Management from the University of Phoenix.

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Kristen Kepler
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Education

B.S.B.M., University of Phoenix

Experience

Edward Jones, Senior Branch Office Administrator

Sugarboo Farms, Commercial Property Manager/Sales and Reservation

Sugarboo Designs, Assistant Office Manager/Customer Service Manager

Professional affiliations & awards

Notary Public

Community involvement
Q&A

Why did you choose to come to work at Balentine?

I chose Balentine because of its distinctive, human-centric approach to wealth management and its deeply held values. I was particularly impressed by the firm's dedication to building authentic, long-term client relationships and serving as a trusted extension of their clients' families. Balentine’s focus on collaborative teamwork and commitment to professional development also stood out to me. The firm’s employee-owned structure and culture of respect and inclusivity clearly reflect a dedication to its people.

 

What inspires you to come to work each day?  

What inspires me daily is the pursuit of personal and professional growth. I thrive in an environment where each new challenge is an opportunity to expand my skills and knowledge. Helping others, solving problems, and making a positive impact every day inspire me to show up with purpose and enthusiasm. I enjoy learning, growing, and contributing to meaningful goals alongside a supportive and driven team.

  

What do you like to do in your down time away from work? 

In my downtime, I enjoy staying active through workouts and tackling yard work, which helps me unwind and stay energized. I love cooking and exploring new restaurants. Much of my time is happily spent supporting my daughters in their extracurricular activities. I also enjoy traveling to new places, hiking, experiencing live music, and watching college football on the weekends.

 

What is your favorite sport or activity? Why? 

 Listening to music is my favorite thing to do. With my musical background, I love exploring different genres, artists, and sounds. Listening to music helps me to escape and enjoy what I’m doing in the present moment.

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