Vice President — Client Services & Relationship Manager
Industry experience since 2000
  • B.S. from Bellevue University
  • Certified Retirement Services Professional (CRSP)

Kristy serves as the Client Service Manager to provide Plan Sponsors and Participants with a comprehensive support system in the delivery and daily operations of retirement plan services. She has a Bachelor of Science in Management from Bellevue University. Kristy has worked with the Retirement Plan Services team since 2000, serving clients, building relationships, and continuing to build efficiencies in the department. She holds the Certified Retirement Plan Services Professional designation.

Investment products: Not FDIC Insured — No Bank Guarantee — May Lose Value.