Overview
Kirstie supports wealth management advisors and client service teams with steady guidance and a strong commitment to service. Her specialties include financial services, account management, and client care. She works closely with advisors and clients to keep information accurate and moving. Whether she is assisting with account openings, updating records, facilitating money movement, coordinating tasks or simply providing a friendly update – she is passionate about helping clients achieve their goals.
Experience
Kirstie has years of client service experience across the financial services industry managing accounts with care. She builds strong relationships by maintaining clear lines of communication and showing up prepared and ready to support the people she serves.
Education & Affiliations
Kirstie earned her Bachelor of Science in Business Administration and Management from the University of Phoenix.