Kristen Heilemann

Kristen Heilemann

Relationship Manager

Kristen Heilemann-Doyle joined the Safe Harbor team in November 2016 as a Relationship Manager.  She started in the financial services industry directly out of college becoming a financial consultant, then a Regional Vice President in sales for annuities and mutual funds at multiple firms.

Born in New Jersey, Kristen's first big promotion brought her to San Francisco where she resided for almost 10 years, working for major wire houses such as Merrill Lynch and Fidelity.  After meeting her husband, Kristen decided to travel parts of the world settling in Central America to pursue business opportunities in the growing wellness industry.  Needing to help take care of family brought her to Florida, where the couple established a successful business managing vacation and long-term rental properties, alongside a beach located gourmet food truck capitalizing on gentrification in the area.

She returns to the financial services industry to assist the Safe Harbor 401(k) team with growth, client retention, and servicing the clients' financial goals and needs.

Kristen now lives in Roseville with her husband Shawn, daughter Lily Grace and dog Nacho.  When not in the office or keeping up with a 5-year old, she enjoys cooking, yoga, pilates, wine tasting, traveling, outdoor sports, and watching the NFL, especially the New York Giants.

Phone (916) 865-5339