How We Engage With You

I utilize a team of professionals, to help ensure my clients receive efficient, experienced and friendly service. In order to deliver a high-level of service, each of my team members has a designated role that is based on his or her unique strengths that compliment one another to support clients’ needs most effectively.

As your financial advisor, I believe it is my key responsibility to handle the following aspects:
  • Focus on creating customized investment strategies, portfolio management and detailed Envision ® plans.
  • Work with your attorney, accountant and other professionals to help design and implement the strategies that will assist you in pursuing your goals.
  • Develop a relationship with you that allows you to play a key role in your financial life.
  • Coordinate your investment planning process through life and market fluctuations.
  • Provide ongoing monitoring and advice for your personalized plan, including progress tracking as you pursue your financial goals.

Team Members:

Jana Berry- Operations Manager

Kristin Craddock- Client Services Associate
  • Handle the office operations and notify me of your inquiries and any actions that are required on your behalf.
  • Answer questions about your monthly statement.
  • Provide copies of your statements and/or tax documents.
  • Manage check requests, wires and journals.
  • Make address changes to your account.
  • Schedule any appointments and annual meetings.