2301 Sun Valley Drive
Operations Manager / Client Services Associate
Kristi has been in the financial services industry in 2000 and has been Client Services Associate to Kurt Triebold since 2006. For those of you who know Kristi, she is delightful on the phone, courteous, and prompt with any questions...
President / Financial Advisor
"Client goals, concerns, and risk tolerance must be considered first before any investment recommendation is made. Financial products are simply tools we use to help clients fulfill any financial game plan."