Waverly Advisors
Senior Client Service Associate

Kristin Quintal

Kristin Quintal joined Waverly Advisors as a Senior Client Service Associate in November of 2025 after the acquisition of Bridge Creek Capital Management, LLC. Kristin brings several years of experience in client service and administration. Kristin finds great fulfillment in assisting clients in all ways, whether itโ€™s opening new accounts, moving money, custodial paperwork, or day-to-day client maintenance. She is always ready to serve with a smile, and her friendly demeanor helps to maintain a strong relationship with clients. She especially loves to help clients navigate the struggles of technology and help to ease their worries, while guiding them and helping to build the confidence to utilize electronic advances. Kristin is dedicated to delivering excellent client service and displays patience, kindness and professionalism.

Kristin spent 8 years serving in the United States Air Force as a network administrator. She often utilizes her technological knowledge and skills in her current position. While serving in the military, the core values of โ€œIntegrity Firstโ€, โ€œService before Selfโ€ and โ€œExcellence in all we doโ€, have been characteristics she has been proud to carry over into her career. Kristinโ€™s values align perfectly with the service-oriented culture at Waverly, and shine through in her ability to provide exceptional service to clients.

Kristin has two children, Gabriel and Olivia, that she spends most of her free time with. You will often find her cheering for her kids on the soccer field, basketball court, or one of the many dance recitals that her daughter is a part of. She finds so much value in being a loving and supportive presence for her children and has found that her most fulfilling role in life is being a mom. Kristin loves nature and spends as much time as possible outside, gardening, hiking or at the beach. Kristin has a passion for all things health and wellness related. She loves to cook healthy food and is always learning new ways to build a healthy lifestyle. She never misses her morning walk, no matter the weather, and practices yoga, meditation and breathwork daily. Some other things she loves are reading, writing, poetry, painting and home decorating.

Areas of Expertise

The framework is organized intoย six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise.ย 

Investment strategy & portfolio management

Comprehensive investment oversight across public and private markets.

Wealth Planning & Strategy

Holistic financial planning and multi-generational wealth stewardship.

Private Markets & Alternative Investments

Access to private equity, private credit, real estate, and real assets.

Family Enterprise & Business Advisory

Business transition, succession planning, and family governance.

Tax, Estate & Legacy Planning

Tax optimization, estate structuring, and multigenerational legacy design.

Specialized Clients Needs

Customized solutions for unique life events and complex situations

Serving with Purpose

A Culture of Connection

Waverly takes its name from a meadow of quaking aspen trees, an ecosystem where individual trees are connected by a shared root system. Since 1999, that idea has inspired our firm: strong relationships, shared values, and the belief that we are better together.

Comprehensive Wealth Management, Connected by Design

Like an aspen grove, every part of a clientโ€™s financial life is interconnected. As an independent Registered Investment Advisor (RIA), we bring together investment management, financial planning, tax strategy, trust and estate planning, and family office services to create coordinated solutions that simplify complexity and support long-term success.

A Culture Rooted in Service

Our culture of stewardship is guided by Integrity, Family, Grace, Team, Drive, Empathy, and Community. These values shape every client relationship, every decision, and every interaction. They are the foundation that keeps our people connected and ensures a consistent, high-touch experience across the firm.

The Difference Is Our People

While many firms offer financial advice, our greatest differentiator is our people. Waverlyโ€™s advisors, planners, investment professionals, tax specialists, and support teams work together to deliver thoughtful guidance and personalized solutions. It is this collaborative approach, and our commitment to serving clients with excellence and care, that transforms financial advice into lasting relationships.

Education

  • Cape Cod Community College
  • Securities Industry Essentials (SIE) certification

Ask me About

  • Organic vegetable gardening
  • My deployment to Kuwait
  • The importance of gut health
  • How to make a good healthy pizza