Kristen House Estate Planning Strategist

Kristen House, Esq. is an Estate Planning Strategist at Cassaday & Company, Inc. and has been with the firm since October 2020.  Kristen works with JM Law, PLLC to provide Cassaday & Company, Inc. clients with advanced estate planning.

Originally from San Diego, California, Kristen worked in private practice advising clients in estate planning, trust administration, and probate matters. After moving to Chicago, Illinois in 2017, Kristen worked as a senior trust administrator for an international bank, providing comprehensive trust administration.

Kristen graduated from Chapman University with a bachelor’s degree in legal studies and earned her JD from the University of San Diego School of Law. She is admitted to the bar in California and Virginia.

Kristen resides in Sterling with her husband and young son. She enjoys traveling, yoga and exploring her new hometown.

She is not registered with Osaic Wealth or Cassaday & Company, Inc., and does not offer securities or investment advisory services.