Summit Group of Virginia
Client Support Specialist, Retirement Plans
As a Client Support Specialist on our Retirement Plan Consulting team, Kristina serves a critical role in supporting our day-to-day operations and our client service model. Her ongoing contributions include optimizing CRM data accuracy, preparing impactful review materials, and ensuring timely project execution to enhance client satisfaction and service continuity.
Kristina is a graduate of the University of Phoenix, where she earned a B.S. in Business Management. Before joining Summit Group, Kristina served as a Client Support Specialist for eMoney Advisor.
Our aim is to serve our clients with their best interests at heart. If you think we might be able to help you, reach out to start a conversation.
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