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.

Previous Experience

  • 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