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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.
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