As the Director of Wealth Services, Kristie strives to deliver exceptional client service. She works with lead and senior advisers of the firm. She enjoys being creative away from the office by gardening, refurbishing old furniture, and writing. Also, Kristie and her family are fond of spending time outdoors hiking and biking.
Certifications, Licenses, and Registrations
- LPL Registered Representative LPL Financial, Member FINRA/SIPC
- Accident, Life, Health, and Variable Life/Variable Annuity Insurance Licenses
Education and Training
- Series 7 held at LPL Financial
- Series 66 held at LPL Financial & Great Valley Advisor Group
- Bachelors Degree – Criminal Justice; University of Wisconsin – Eau Claire