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"I'm focused on making every interaction smooth and every client experience exceptional."
Kristy joins our team with a strong foundation in creating positive client experiences and building meaningful relationships. She enjoys finding thoughtful solutions and is excited to continue growing within the wealth management industry.
Outside of work, Kristy enjoys spending time with her two kiddos, making the most of life’s adventures, and cooking the most nourishing “snackies”.
Hidden Talent: Turning chaos into a plan!