Kristin Barnett

As a Client Servicing Coordinator, Kristin is responsible for communicating with, servicing, and helping to manage the implementation needs of a specified group of retirement planning clients. She serves as their primary point of contact within the business and is focused on maintaining and growing the relationship with the client on proactive a basis day-to-day. Kristin has specialized experience in meeting clients risk management needs, although she is equally focused on implementing the full spectrum of retirement planning solutions as driven by the customized retirement plan the client has built with Chuck and the team. Kristin holds the Series 7 securities license as well as the Life, Health, and Annuity license.