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In her role as a Manager, Client Services for SRP, Krissie works with plan fiduciaries identifying retirement plan objectives, and aligning plan design and administration to maximize the specific goals. Krissie takes a consultative approach with her clients to establish best practices and assists employers in acting in the best interest of the plan participants to manage fiduciary obligations. Krissie’s work with individuals and families focuses on reach their long-term wealth and guiding individuals and families through the many life transitions that influence their financial objectives.
Prior to joining Strategic Retirement Partners, she was a Financial Advisor with Morgan Stanley, but spent the majority of her career as a Client Service Manager with ADP Retirement Services. While at ADP, she established relationships with Plan Sponsors and Financial Advisors. She helped conduct quarterly review meetings with the Financial Advisors and assisted Plan Sponsors with overall plan administration.
Krissie graduated from the University of Louisville with a degree in Business Administration. She has passed Series 66 (Uniform Combined State Law Examination) exam and is an Investment Advisory Representative.
Skyline Chili. It is a Cincinnati, Ohio staple!
“You have brains in your head. You have feet in your shoes. You can steer yourself any direction you choose.” – Dr. Seuss
Portofino, a village in Italy. I have only been there once but dream of going back many more times!