I began working in the finance industry in 2002 with Edward Jones. I cut my teeth on estate planning and later earned the CFP® certification. I hold an undergraduate degree in Finance from Thomas Edison University in NJ, and a Master's Degree in Financial Planning from the University of Missouri Columbia.
I have three amazing children. Two are grown, and my youngest is (thankfully) still at home, bringing joy and excitement to my life. We are all physically active in our own way, participating in different sports and outdoor activities.
In 2015, after 15 years in the industry, I created Kristine A. Boelte & Associates, LLC, an independent firm formed from my relentless commitment to your financial well-being. In 2020 the opportunity of a lifetime came my way-the chance to partner with my longtime friend and colleague, Frank O'Hara. In 2021, Boelte O'Hara Wealth Management was born. It is my privilege to unlock the doors each morning, knowing that Frank and I can continue creating a great experience, and find a way to serve you better each and every day.
I carry with me the strengths of each firm where I was proud to serve. I offer you comprehensive financial planning, managed assets under a Registered Investment Advisory, and fixed income under Purshe Kaplan Sterling, the best broker-dealer I've had the privilege of working with.
At Boelte O'Hara Wealth Management, we believe we can deliver a deeper and more meaningful financial planning experience. You deserve a financial planner who acts as your advocate, and who understands that financial health is a cornerstone that allows you to live your best life.
I started my career in the financial services industry in 1987, educating other financial advisors, CPAs, and attorneys throughout the country in retirement planning, income planning, and legacy planning. I met Kris while she was working for UBS, and that's where our friendship began. In 2008 I left a successful practice to help my brother and some friends launch a new family of Electronically Traded Funds. In 2011, I was offered a unique opportunity with Verisign, and I decided to pursue another path. I left financial services to help build a sales and account management team in the technology space for Verisign. In 2019, after a successful run at Verisign, I returned to financial services and developed an exciting and unique practice at Pacer Financial, helping clients to de-risk their portfolios. In 2020, I decided to accept Kris' offer (she says I didn't really have a choice) to partner in taking Kristine A. Boelte & Associates, LLC to the next level, and together we created a unique partnership now known as Boelte O’Hara Wealth Management.
I hold a bachelor’s degree in Business & Finance from Mount Saint Mary’s University. I have held my Series 7 for over 25 years and am a Series 66 licensed financial advisor. I hold licenses in life, accident, and health insurance as well as property and casualty insurance.
I live in Sterling Virginia with my wife, Heather. We have three wonderful children, Brenden, Aidan, and Megan, and two grandchildren. I enjoy spending time with my family and spent much of the last 10 years watching my children’s activities; including wrestling, golf, swimming, and volleyball. I am a lifelong runner, I enjoy playing golf, and I love to play guitar and piano.
I enjoy helping other people reach their goals whether that be as a lifelong runner, a technology executive, or a financial professional.
At Boelte O'Hara Wealth Management, we deliver a financial synergy that will elevate your experience in wealth management. The goal of the firm, as always; helping you to live your best life!