Client Service Assistant
Serving clients well, requires more than someone who can just get tasks done –it demands a person who wants to know you, and wants to help you: That’s Kristin.
Joining the team in April of 2021, Kristin comes to WealthPlanners with a solid administrative history of scheduling, handling detailed paperwork-that-has-to-be-right, coordinating multiple priorities and working well with a team.
Maybe it comes from her experience as a PTO Co-President, or from stepping up to start and lead Girl Scouts for the last six years; Kristin takes action to move things to completion. She understands that everyone has their own priorities and ways of doing things, and knows how to work with and honor those different needs.
This Chicago native, MLB fan and mother of two works with enthusiasm, attention, and commitment.