After spending many years in the health care industry, Kristi entered the financial services industry full time in 2004. Experienced in the many facets of the daily operations of the business for over a decade, Kristi’s administrative role begins with the friendly voice on the phone and warmhearted presence greeting those who enter the office and extend throughout many aspects of our process. Building deep and enduring relationship with our clients and meeting their needs as quickly and efficiently as possible are goals she strives to achieve daily.
Kristi plays a vital role to ensure the high quality of contact and service our clients have come to expect.
Kristi is an LPL Registered Administrative Associate, having obtained her Series 6 & 63 securities registrations, held through LPL Financial, as well as life, accident, health insurance licenses and countless hours of industry-specific training.