Education

• Bachelors of Science – Management, Keene State College

Credentials

• Certified Financial Planner – Candidate, Boston University
• American Banker’s Association National Graduate Trust School (Trust Administration Level I, II, & III)
• Connecticut Valley Estate Planning Council

Community Involvement

• Advisory Council at Cedarcrest Center for Children with Disabilities
• Advisory Board at Cheshire Health Foundation/Cheshire Medical Center
• Young Professionals Network, Keene
• 2007 Alumni, Leadership Monadnock
• Court Appointed Special Advocates (CASA) of New Hampshire

Philosophy

“I enjoy making connections with my clients and their family members, providing them peace of mind and guiding them along life’s financial path to secure a legacy to pass on.”

Personal

“I enjoy vacationing in coastal Maine, appreciating nature, and spending quality time with my husband, Scott and our 6 children.”

Special Expertise

• Municipal Accounts and Reporting
• Individual Retirement Accounts & Regulatory Requirements
• Trust Administration & Legal Document Review

I can be reached at klacoste@nhtrust.com or 603.352.2065.