DIRECTOR OF OPERATIONS
Kristina entered the Retirement Plan industry in 2015 at Transamerica obtaining her securities license and working alongside participants to aid them in 401(k) education. She moved to Ohio National Financial Services in 2016 where she worked closely with Advisors and Plan Sponsors to implement and regulate their retirement plans. She has a wealth of knowledge regarding the details within retirement plan administration and regulation within the financial services industry. This experience led her to join Fortegic in 2019 as the Director of Business Relations to fully commit to helping small and large businesses with all their retirement planning needs. She loves working closely with plan sponsors and companies to help them get the most out of their plan and to build lasting relationships both personally and professionally. She loves the family-style atmosphere at Fortegic and is proud to be a part of their team.
Individual Retirement Strategies
Corporate 401(k) and Group Retirement Planning
Group Life, Health and Disability Insurance
Business Insurance Planning
Legacy Planning for Children
University of Cincinnati
FINRA Registrations: Series 6
In her downtime, She loves to run and spend as much time outdoors as possible. Born and raised in Mason, Oh she is a Cincinnati sports fan loving the Reds, Bengals and FC Cincinnati. She spends most of her time at Softball and Football games with her kids and currently resides in Maineville, Oh.
Kristina spends lots of time with her family, her husband Lael and their four children, Aiden, Ava, Taylor and Layla. She also loves her very active puppy, Penny.