As the Director of Wealth Services, LPL Registered Representative Associate, Kristie coordinates training and communication for the Wealth Services Team to provide educational, efficient, and effective wealth management, with an emphasis on superior service. She enjoys being creative away from the office by gardening, refurbishing old furniture, and writing. Kristie and her husband, Darin, enjoy traveling, hiking, biking, and spending time with their children, Alyssa and Ava, and their dog Alfred.

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
• Bachelor’s Degree – Criminal Justice; University of Wisconsin – Eau Claire