• Kristina Gilley

    Investment Planner

    Registered Representative

Kristina joined the Wycoff:Lucas Retirement-Income Investment Group in the fall of 2006. In the years since she joined our practice, she has fully embraced the Financial Services Industry, starting in her first role as Client Care Manager and is now an Investment Planner. She enjoys partnering with our team to grow and protect the wealth of our clients and future generations. She believes it is a privilege to serve our clients when advice and guidance are needed more than ever these days.

Her 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, Life and Health Insurance Licensed and an Investment Management Consultant from Raymond James Institute of Investment Management Consulting. Currently, she is pursuing her CERTIFIED FINANCIAL PLANNER certification.

Kristina has refined her client service skills and combined with 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.

Born and raised in Louisville, KY, Kristina made Cincinnati her home after graduating from the University of Dayton with a Business Marketing Degree. She enjoys traveling with friends and family all over the globe, spending time with her neices & nephews, living an active healthy lifestyle, cooking, being a Louisville Cardinals fan, working on home improvement projects and spending time spoiling her cat, Louie.