Kristin brings with her a wealth of administrative experience cultivated over decades in the medical field, now channeling her expertise as a pivotal member of our team at the financial planning firm. As an Executive Assistant, Kristin plays a highly important role supporting the Leadership Team. She is pivotal in helping Luke and Colton carry out the strategic plan and vision for the future of the organization.

In addition to her executive support duties, Kristin continues to serve in her Client Experience capacity. Her role revolves around the vital task of schedule management and efficiently handling service needs generated by both our clients and internal team. While Kristin's responsibilities primarily focus on behind-the-scenes operations, her impact is felt throughout our firm.

Moreover, her warm and engaging demeanor translates seamlessly to the phone, where she serves as one of the friendly voices guiding clients through their inquiries and ensuring their needs are met with care and efficiency. Beyond her role as a schedule maestro and service liaison, Kristin's teamwork shines through in every aspect of her work. Whether she's coordinating meetings, managing client requests, or providing support to her colleagues, Kristin's dedication and collaborative spirit make her an invaluable asset to our team.

In essence, Kristin's contributions are the backbone of our firm's operations, ensuring that both our clients and internal team members receive the attention and support they need to thrive. Her critical position within our organization reinforces her status as an indispensable support to our leadership and a dedicated Executive Assistant.