Kristin Johnson joined the firm in 2007 as an Operations Specialist. Her career in the financial services industry has spanned over 15 years, including experience in a variety of operational roles with a prior investment adviser. In her current role as Assistant Vice President, Finance, she oversees the client billing process, assists with management reporting, and carries out various other internal team functions.
- Investment Operations Analyst at Clifton Larsen Allen Wealth Advisors, LLC (formerly Clifton Gundersen Financial Services)
Education & Credentials
- BS, University of Wisconsin – Green Bay, Communications, Business minor
- BS, University of Wisconsin – Milwaukee, Information Science