Designing and implementing solutions for advisors on their challenging demands is an opportunity Kristi is passionate about. Kristi enjoys spending time identifying areas that can be improved, developed, or changed, and then formulating a solution to meet all three.
Kristi graduated with Bachelor of Arts Degree in Business Management from Central College in Pella, Iowa. Her most recent role was a Marketing Manager for a large, Midwest grocery store chain. Her responsibilities included growing their social media presence and in return increasing sales and profits. Prior to this role, Kristi spent an extensive period of time in the financial services industry for a Fortune 500 company. She gained experience in a variety of roles including benefit consulting and 401(k)/retirement solutions for institutional-sized businesses with a focus on corporate acquisitions, mergers, and investment platforms.
Outside of work, Kristi enjoys spending time with her husband, Randy; her kids Jacob, Jonah and Madeleine; and her sidekick Shih Tzu, Chumley. Kristi enjoys traveling with her family each year to Table Rock Lake and anywhere there is an amusement park nearby. In her free time, she enjoys designing jewelry, attending her kids’ sport activities, cooking, and shopping.