Kristie Reynolds

As Director of Client Relations, Kristie Reynolds is an integral part of our practice and the central point of our client-advisor relationships. With over 16 years of experience in her role, she provides a caring and creative approach to case management, problem solving, and relationship building. Kristie works closely with all our clients on matters ranging from ensuring accurate and successful account operations to processing retirement plan rollovers and everything in between. In addition, Kristie holds her life, health, and accident insurance licenses and works closely with clients to design solutions tailored to their needs. Kristie lives in Brick Township and is active in several local volleyball clubs. She also enjoys going to the beach and spending time on the water boating with her family.