Kristy Goodman

Investment Analyst / Administrator

25+ Years in Administration

1500+ Clients Served

30 Brokerages Serviced

Kristy Goodman is an Administrator with over 25 years of experience working alongside executive teams ranging from Fortune 500 companies to brokerage firms across the US. Kristy specializes in administrative technology and is responsible for educating clients on using progressive systems and applications, including procedures and organizational applications. Kristy is a powerful force in the workplace and uses her positive attitude and tireless energy. She encourages others to work hard and succeed in anything they put their mind to. Kristy has served over 30 brokerages, 1500 clients, and been named “Admin Of The Year” in her prior endeavors.

Kristy prides herself on her expertise in clients opening retirement plans, service requests, processing new business and accounts, building lasting relations, and sharing her depth of knowledge to help clients and brokers.

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