Kris’ primary responsibility within our team is to assist clients through the Envision® process. She inputs all the information and is responsible for the organization of the client material. In addition, she works with clients who have experienced critical life events, and also assists Mary with the daily operation of the Indiana branch. Kris and her husband, Bart, have two children in college and a daughter in high school.
Amanda ensures that our clients receive the best possible service. She will book appointments for you and is the first person you should call if you have any questions about your investment planning process. Additionally, she is responsible for opening new accounts, managing the day-to-day operation of the office, and addressing client specific issues as they may arise. Amanda has two sons and enjoys spending her free time with family and friends.
Melissa’s primary responsibility within our team is to greet customers and answer calls in our Ebensburg branch. In that role, she is your contact to schedule a meeting with any of our advisors, and assists Amanda to ensure smooth operation of the brance office. Melissa and her husband David live in Ebensburg with their 3 children.
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