Kristine d’Esterhazy is a Financial Advisor with PARAGON. With over sixteen years of experience in the areas of special needs financial planning, retirement, estate and tax planning, and elder care services, she has developed a big-picture approach to Wealth Management. Kris is a Certified Financial Planner® professional, a Certified Paralegal, and a Chartered Special Needs Consultant (ChSNC™). Her broad legal and financial background includes probate and trust administration, as well as preparation of complex individual, trust, and estate tax returns for high net-worth, elderly, and special needs clients.
Kris has developed notable expertise in the area of Special Needs financial planning for both children and adults. Kris previously served as a professional guardian through court appointment for individuals determined to be incapacitated (the ‘ward’). This fiduciary role requires the highest level of ethical conduct and decision-making on behalf of another person with special needs or disabilities. Kris represented her wards before a myriad of agencies such as Social Security, Agency for Persons with Disabilities, the VA and Medicaid. On their behalf, she applied for and oversaw the administration of various benefits, and worked directly with service providers.
Through her work within the elder community, Kris understands the complexity of senior living, special needs benefits, and and trust administration reporting and support. She enjoys helping clients make truly informed decisions about common senior concerns such as retirement income, gifting and estate planning, elder care and aging in place, reverse mortgages and ICP Medicaid, special needs benefits such as the McKay Scholarship, and many others . She is personally familiar with and knowledgeable about many of the retirement communities, including assisted living and skilled nursing facilities in our area. Clients who are in the process of evaluating their personal retirement living accommodation options, or are assisting aging parents or children with special needs appreciate Kris’s insight.
Kris earned her Bachelor of Arts degree from Binghamton University, and her Master of Arts degree from Boston University. In her spare time, Kris loves to travel, spend time with her family and read. She and her husband are the proud parents of Gabriel, Alison, and Timothy.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investment advisory services offered through PARAGON Wealth Strategies, LLC., a registered investment adviser.