Kris is an energetic service-minded Coordinated Plan partner and dedicated team member. She is a consummate professional with over 35+ years of experience in the insurance/investment industry. Kris not only brings a wealth of knowledge to our Firm, providing the highest level of service for all of Coordinated Plan’s clients’ retirement plans, but she is the spearhead for employee and participant education, enrollment, and ongoing support as well as helping the entire team provide client service and support. Kris’ additional focus is helping clients with their individual insurance and investment strategies too. Kris says: “I believe everyone deserves to move their financial life forward. For more than 35 years, I’ve been focused on providing support and guidance to our clients, helping our firm offer the products, tools, and expertise to help make their financial goals possible.”
Kris is highly skilled and qualified holding a New York State Insurance License for Life, Health, Disability, and Variable products, Series 6 and 63 securities licenses and is certified through New York State for the New York State Partnership for Long-Term Care program.
Kris is a long-time resident of Fairport, New York, and loves to spend time with her family and friends. In the winter months, she enjoys spending time servicing clients in the warmer state of Florida where many of Coordinated Plan’s clients vacation and where some have transitioned. Kris and her husband, Rob, have a second home on Florida’s east coast. She enjoys learning new things and loves to broaden her horizons with new adventures, traveling extensively in the USA and internationally. Kris is very personable and friendly, which is what so many of her clients value. She loves participating in outdoor adventures and appreciates getting to know new people and cultures wherever she is.