Krissy has a passion for helping others, building relationships with our clients and making a positive difference in their lives. She enjoys being part of a team whose mission and primary focus is providing careful guidance and exemplary service to its clients, one that’s truly dedicated to helping them meet their goals.
In addition to serving our clients, Krissy handles account development and maintenance, and provides support for our advisors, technical operations and special projects.
Before joining our team in 2020, Krissy was an account manager for a brokerage agency, assisting employers with managing all levels of their employee benefit plans. Earlier in her career, she worked in the insurance and human resources fields. She earned a bachelor’s degree in human resource management from Illinois State University.
Krissy has been a lifelong member of the local community and has filled many volunteer roles with churches, schools and nonprofit organizations.
In her free time, Krissy enjoys spending time with family and friends, dabbling with creative writing, exercising, paddle boarding, snow skiing and traveling. One of her favorite escapes is spending time at her family cabin at the lake, where she has made many fond memories.