• Kristina Gilley

    Investment Planner

    Registered Representative

After graduating from the University of Dayton in Business Marketing, Kristina joined the Wycoff:Lucas Retirement-Income Investment Group in the fall of 2006. In her first role as Client Care Manager, Kristina was effective in her responsibilities for client services and administrative duties. In the 11+ years since Kristina joined our practice, she has fully embraced the Financial Services Industry and is now an Investment Planner. She enjoys partnering with Sheri to grow and protect the wealth of our clients and future generations.

Kristina’s passion for helping clients plan in the pursuit of their short-term & long-term goals through a customized financial plan has been carefully cultivated and developed over the years. She is Series 7, 66 & 24 securities licensed and is currently studying for her Life and Health Insurance Licenses. Kristina also refined her client service skills and combined her experience in the marketing field to become our practice’s Director of Marketing. We truly value the marketing, social media and website skills she uses to maintain and customize our client-centric practice website, advertising and social media efforts.