Client Success Manager
Kristi is a Client Success Manager at Facet Wealth, and has over 20 years of experience in the financial services industry working with both individual and institutional investors at a regional broker-dealer. She has both her Series 7 and 63 licenses.
Education: University of Maryland, College Park (BA), University of Baltimore (MBA)
"Only you can control your future." -Dr. Seuss
Get to know Kristi
Sunset on the Magothy
On top of the world
Skiing in Killington
Poe hanging out
Where's your favorite place in the world?
What's the last book you read?
Educated by Tara Westover
What are you currently watching on Netflix?
What's the best meal you've ever had?
Eating omakase at the sushi bar at Sushi Yasuda in NYC