Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Senior Associate
Louisville
Client Advisory
Kristie is a Senior Associate in the Louisville office, where she has a dual role working with the Personal Planning and the Risk Management Teams. She works as a relationship specialist with the Personal Planning group, developing meaningful relationships with clients and assisting them with any client service needs. As part of the Risk Management Team, Kristie provides inforce policy customer service and administrative support to the firm’s advisors.
Prior to joining Cerity Partners, Kristie was a Relationship Specialist at ARGI Financial Group. Before ARGI, she was an Event Planner and Executive Assistant for the Midwest Area Leadership Team at EY (formerly Ernst &Young) in Chicago. Prior to EY, she worked in Human Resources at firms in Chicago and Michigan.
Partner & Market Leader
Partner
Partner & Practice Leader
Associate
Principal
Market Leader & Partner
Senior Principal
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
Partner & Business Development Officer
By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.