Kristy Whitaker – Director of Client Relations
Kristy, originally started as an intern for Judy during her college days at Illinois State, continued to stay as an irreplaceable member of the team. She is kind, patient, and does a great job taking complex situations and breaking them down into manageable pieces.
Kristy holds her Series 6 and Series 63 registration with LPL Financial. She handles processing when it comes to account opening, rollovers or asset movement. Kristy also works directly with our educators and facilitates the management of their 403b plans with third party administrators and school districts.
She enjoys time with her family and being physically active. Kristy’s love for animals is admirable; she and her husband have a black lab named Duke!
Her “lakeview” includes living close to her family and maintaining those close relationships for generations. Her vision is to do that by owning a home that is a welcoming place that maintains old traditions & creates new ones. Kristy also dreams of a vacation home “away from home” with a beautiful view.