Areas of Expertise
Prior to joining the firm in 2009, he gained experience in investment and insurance sales at a local financial advising firm.
As an Administrator, Kris manages and processes daily transactions for 401(k) plans, researches and responds to participant inquiries, completes daily and quarterly reconciliations to ensure accurate processing within assigned plans, and provides excellent service to plan sponsors regarding questions relating to their 401(k) plans. He is also involved in monitoring and troubleshooting internal processes to ensure timely and accurate processing.
Kris is currently pursuing a QKA designation.
What's Your Passion?
In my free time you will find me spending time with my wife and kids.