Kristina plays an integral role in serving our clients, working with our team to communicate information and address all needs and requests. A skillful problem-solver, Kristina addresses client requests and administrative needs with speed and accuracy. Kristina also supports the business operations of our team and plays a key role in preparing financial reports.

Prior to joining our team in May 2021, Kristina was a Senior Relationship Manager at Lincoln Financial Group and a Director of Investment Operations at Northwestern Mutual. She holds her Series 7 securities license and her health and life license.

Kristina is originally from and now lives in Marlton, NJ with her husband, Alec, and child, Adlee. When not in the office, Kristina enjoys to travel to exotic locations and spend time with her friends and family.