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Kristen Freeman

PARTNER, DIRECTOR
OF HUMAN CAPITAL

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ABOUT KRISTEN

Kristen is a Partner and the Director of Human Capital at Auric Capital Partners, where she focuses on building a culture of service, collaboration, and excellence that benefits both clients and the team. Her career has spanned early childhood education, real estate, and property management, each chapter deepening her commitment to people and relationships.

In 2018, Kristen joined Merrill Lynch as a Wealth Management Client Associate with McKelvy Schellenberg & Associates, and she was proud to help launch Auric Capital Partners. She is a Southern California native, married with three adult children, whom she enjoys spending as much time with as possible.

Kristen lives by a Maya Angelou quote that shapes how she works: "I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel." That belief shows up in everything from how she leads the team to how she engages with clients.

Outside of work, Kristen enjoys fly fishing, hiking, gardening, and time at the beach. She is a member of the Sanctuary EmpowerHer Committee, where she heads up the wellness corner.

Her Labradors, Angus and Norah, keep her grounded, and her love of family, the outdoors, and good books keeps her inspired.

We approach every relationship with intention, listening carefully before offering guidance. Our role is to simplify the complex, coordinate moving pieces, and create a strategy that works seamlessly across your financial world.

Through consistent communication & thoughtful collaboration, we help you move forward with confidence no jargon, no handoffs, just steady guidance.

A PARTNERSHIP BUILT ON CLARITY

OUR TESTIMONIALS

★★★★★

"I just got off the phone with Cheryl and got her logged into the app. She LOVES it! Said it is clean and she is excited to check out all the features. She also told me that after her meeting with Luke on Tuesday she is extremely happy to be here at Auric. She can tell how much work we put into everything and that we make it so easy to understand. Special props to Luke as she said it was one of the best financial meetings she has ever had since he made it so simple to understand and she never felt lost. She said that with other advisors it was so confusing that she was scared to go to meetings much less give them her money. She proudly stated that meeting with us made her want to find more money to give us!"

From Auric team member, John, regarding client Cheryl O.

★★★★★

“Just want to drop a note to thank you for always being so gracious and kind and helpful. Seeing you all last Thursday was so fun and I love each of your personalities. Auric Capital seems like a really fun place to work with a great family environment. But you also work so hard for your clients and that is greatly appreciated. Thanks to all of you and especially Bill for the incredible dinner and wine experience. Oh and for having such a wonderful group of people who are so client focused. I am always in good hands Aurora, I’m honored and to have been your first onboarding client at Auric.”

From Jamie R.

★★★★★

"Dear Aurora, Kristen, and Luke, I hope you guys are doing well. I wanted to extend my deepest appreciation to all of you for promptly helping me with my accounts statement last Friday. Due to some unknown issues, I was unable to access it online when I urgently needed it. Your quick response and assistance were greatly appreciated, and it helped me resolve the matter right away Your dedication to customer service is unbelievable, and it reassures me that I am in good hands with your team."

From Mike G.

WELCOME

LET'S HAVE A REAL CONVERSATION

No scripts. No pressure. Just thoughtful dialogue about what matters most to you and where you want to go next.

The door’s open. Why don’t you take a seat?

WELCOME TO AURIC. THE DOOR’S ALREADY OPEN.