13. What Advisors Need to Know as Gen Z Becomes the Newest Plan Participants | Kristine Meyer

In this episode of Gray to Great, Kristine Meyer of Stiles Financial Services joins Dan Dal Degan to explore what adaptability looks like as workforce demographics continue to shift. She discusses the importance of understanding client needs, communicating effectively, and adjusting to generational differences. Kristine reflects on the realities of Gen Z entering the workforce and how advisors can align with evolving expectations and new plan demographics. She also shares her path into the field, how she builds client relationships, and why adaptability matters as plan demographics shift. Kristine's insights provide valuable takeaways for both plan advisors and participants looking to better understand their financial futures.

More About Kristine Meyer:
Kristine Meyer is a Retirement Plan Specialist at Stiles Financial Services, where she has delivered tailored guidance to employers and participants for more than six years. She began her career at a small trust company as a Trust Operations Specialist and later became Operations Supervisor as the firm expanded. Her work has focused on high-quality service and helping plan sponsors maintain compliant, well-designed plans that support both organizations and employees.

Kristine is known for building strong client relationships and her dedication to improving financial literacy through participant education. Beyond her client work, she serves as Chair of the Minneapolis Pension Council and leads a study group for industry professionals that encourages collaboration and shared learning across ERISA attorneys, actuaries, accountants, and advisors. Kristine has always called the Twin Cities home and enjoys spending time outdoors, exploring new recipes and restaurants, and spending quality time with her husband and daughter.