Planning and Solutions Coordinator
Kristina joined our firm in March 2020 as our Planning & Solutions Coordinator. She is a native of North Texas and is a graduate from Baylor University, with a Bachelor of Arts degree in Political Science. Kristina also holds Master of Science and Master of Public Administration degrees from the University of North Texas.
Kristina spent several years working in municipality administration and in small business consulting before transitioning over to the Wealth Management industry in 2017 where she has been focused on administration and operations roles. She is responsible for all of our client and prospect solutions research and analysis, our financial planning process, and meeting preparations and presentations.
For recreation, Kristina enjoys spending leisure time with her family and friends and enjoys traveling and has visited many different countries throughout her adventures. She spent a summer studying at Oxford and has previously cruised around the Mediterranean and Middle East.