Director of Operations and Client Services
Kristy began her journey in the financial industry with HSBC in 2010. After 6 years and a couple of promotions in banking, she was motivated to make a change and transitioned into an administrative role working with a group of financial representatives at Park Avenue Securities. Kristy quickly realized that working with representatives and their clients was her true passion. Her experience in servicing clients and managing a practice brought her to our firm in 2022 as our Director of Operations and Client Service.
Kristy was born and raised in a suburb of Buffalo, NY. She still resides there with her husband Don, two children Tyler and Elliana, and their dog Hannah. When she's not working, she spends her time with her family. Living in Buffalo, when the weather is nice, they spend as much time outdoors as they can. They love to go on vacations together, big or small. Kristy's favorite place to vacation is Disney World. Her dream is to one day retire there, if she can convince her husband of it.