Kristen Low
Client Executive
“Do what you can, with what you have, where you are.” – Theodore Roosevelt
About Kristen
Retirement plan connoisseur by day, basketball coach and dog mom by night. I’m passionate about providing support to help employers work towards building and optimizing their retirement plans, aiming to ensure they’re compliant, competitive, and aligned with employee goals.
Experience
- Client Executive
- Oswald Financial, 2025 - Ongoing
- Director, Retirement Plan Consulting
- Clearstead Advisors, 2020-2025
- Client Services
- TD Ameritrade, 2019-2020
- Youth Coach & Programming
- Cleveland Cavaliers, 2016-2019
Education
- Master of Education - MEd
- Cleveland State University, 2017-2019
- Bachelor of Arts - BA
- Ohio University, 2012-2016