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Kristi Harrison

Associate Vice President, Business Development, Central

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 or shopping.

Getting To Know Kristi

Favorite movie

“A Few Good Men”

Hidden talent

She’s a published jewelry designer

Favorite quote

“A goal without a plan is just a wish” – Antoine de Saint-Exupery

Best piece of financial advice

Enjoy 80 percent, save 10 percent, and give away/tithe 10 percent while remaining debt free

Executive Leadership

Ben Mathis

Chief Information Officer

Jud Mackrill

Chief Marketing Officer

Kim Reed

VP, Finance

Dan Tobin

Chief Compliance Officer

David Screnar

Chief Financial Officer

Kelsey Ruwe

VP, Talent

Nelly Carson

Chief Comfort Officer

Ron Carson

Founder & CEO

Teri Shepherd

Chief Operating Officer

JoAnn Abt

Corporate Counsel

Scott Conroy

Managing Partner, Coaching & Consulting

Katie Grider

National Sales Manager

Lantz Hunt

Chief Transformation Officer

Aaron Schaben

Executive Vice President, Managing Partner

Executive Board

Jim Brown

Board Member

Ron Carson

Founder & CEO

Teri Shepherd

Chief Operating Officer

Kevin Bhatt

Board Member

Aaron Schaben

Executive Vice President, Managing Partner

Coaching & Consulting

Ryan Heppner

Coaching Consultant

Joanna Swanson

Vice President, Advisor Development

Brenda Tellier

Director of Event Experiences

Barb White

Event Experiences Coordinator

Pam Burwell

Senior Operations Associate

Diana Koger

Client Relationship Specialist

Mindy Dalrymple

Client Relationship Specialist

Tammy Breitenbach

Executive Business Coach

Scott Wood

Executive Business Coach

Bobby Steinau

Vice President, Business Consulting

Michael Rose

Executive Business Coach

Greg Opitz

Executive Business Coach

Mike Drennen

Vice President, Business Consulting

Scott Conroy

Managing Partner, Coaching & Consulting

Jason Carver

Vice President, Mergers & Acquisitions

Sarah Cain

Vice President, Coaching & Consulting

Business Development

Pamela Peña

Business Development Consultant, West

Andy Larson

Business Development Consultant, Central

Greg Hunter

Vice President, Business Development, East

Lisa Synowicki

Director of Business Development Operations

JP Mortenson

Business Development Consultant

Chelsie Morales

Associate Vice President, Business Development, West

Jessica Brooks

Associate Vice President, Business Development - Central Region

Ethan Goff

Business Development Consultant

Katie Grider

National Sales Manager

Katie Wurth

Associate Vice President, Business Development, East

Kristi Harrison

Associate Vice President, Business Development, Central

Jessica Perez

Vice President, Business Development, West

Dani Slattery

Senior Business Development Associate

Randy Harrison

Vice President, Business Development, Central

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