Krystalynn Schlegel has over 20-years of experience working in the insurance industry, specializing in small business owners and families in their quest to have financial freedom. Ms. Schlegel enjoys educating her clients to the fullest extent and providing them with the tools they need to make qualified decisions when implementing insurance as a part of estate, business, or personal wealth planning.
Active in her community, Ms. Schlegel is past President of the Marin NAIFA Chapter and the Marin County Estate Planning Council. She is also a member of NAIFA, MDRT, and SFSP and is on the Board of Trustees for the Frederick Gunn School in Washington, Connecticut.
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