Kristen joined Premier Planning in October of 2021 as a Client Services Associate to assist with processing new and post-issue OPTIMUS Life Designs policies. In 2023, she became Advisor Relationship Manager for OPTIMUS Producer Partners. She guides advisors through the onboarding and providing support through the new business process. Kristen is dedicated to identifying the optimal solution for each advisor’s client and providing the resources to facilitate productive advisor-client conversations.
She is a Morganton, North Carolina native, she loves being able to drive just a few hours to the beach for a summer weekend away.