Kristi Boeckman

Client Manager

Kristi Boeckman is a Client Manager and works directly with advisors Tammy Hall and Ashley Summers. She has been with our company since 2013. She provides a high level of service to our clients and takes care of processing changes and client updates, in addition to scheduling meetings. Kristi grew up in nearby Branford and has settled here in Lake City with her husband and seven-year old son. She received her Associates in Arts degree from Florida Gateway College, and is currently continuing her education towards a Bachelor’s degree in English from the University of Central Florida. Her hobbies include baking and photography, and as a family they enjoy traveling; they spend many weekends in Orlando at Disney World and Universal Studios.