Private Wealth Management
Retirement Plan Consulting
Institutional Portfolio Services
CPFATM AIF® AAMS®
Retirement Plan Specialist
Kristine joined the SFSI team in September of 2019 as a Retirement Plan Specialist. She began her career as a Trust Operations specialist working for a small trust company and became the Operations Supervisor as the company grew. She also was a Retirement Plan Specialist where she focused her work on providing custom service for companies to keep their retirement plans in compliance and work to ensure their plans were structured to benefit the staff, ownership group, and company. Knowing her clients and their individual needs to provide tailored services is her strength. She cares immensely about financial literacy and gets much fulfillment from interacting with participants and providing education.
Besides her work with clients, she is active in the Retirement Industry and strives to bring in young professionals to learn and grow the field. She is currently the Chair of the Minneapolis Pension Council and is the coordinator of a local Study Group of industry professionals. Both groups offer opportunities for networking, education across different fields of work, and camaraderie for various professions in the industry like ERISA Attorneys, Actuaries, Accountants, and Advisors.
She received a B.A. in English from the University of Minnesota with minors in Business and Music. She also holds Certified Plan Fiduciary Advisor, Accredited Asset Management Specialist and Accredited Investment Fiduciary designations.
As a lifelong Twin Cities resident, Kristine loves the ever-changing weather and sports seasons. She likes to spend her time enjoying the outdoors, being creative in the kitchen, attending concerts, supporting local restaurants, and making memories with her two favorite humans, her daughter and her partner, as well as her favorite four-legged creature, her Pitbull Sassy.