Kristi serves as the Executive Administrator at our Horseshoe Bay location, bringing a strong background in accounting and administration. With years of experience navigating complex operational challenges, she ensures seamless, positive experiences for both clients and internal teams. A highly organized and motivated self-starter, Kristi thrives in fast-paced environments. Staying calm under pressure and consistently demonstrating the ability to strategize, prioritize, and execute with precision.
Kristi is eager to expand her knowledge in retirement planning and is deeply committed to helping others achieve their long-term financial goals. Her combination of experience, dedication, and passion for growth allows her to deliver exceptional support and foster success throughout the organization.
Outside of work, Kristi is a proud wife and devoted mother to three energetic sons who keep life fun and full of adventure. She values living each day to the fullest, striking a balance between professional development and quality time with her loved ones. Whether boating on the lake, riding ATVs, attending concerts, or simply enjoying the outdoors, Kristi treasures creating lasting memories with her family.