Kristi is our Seasoned Professional!
With thirty-three years in the financial services industry, initially as a banker, she began her work as a Registered Representative in 1993 while working at Morgan Stanley Dean Witter. She subsequently took a position in South Valley National Bank and San Benito Bank until July of 2009 when, with much enthusiasm, she opened her own firm. Appreciating the value of an independent broker-dealer, she contracted with LPL Financial to provide broker-dealer services and oversight.
Kristi brings with her a passion for helping people and a love of everything financial, and it is with great expectations that she greets each day, excited to discover new opportunities to help the people in her community. Kristi is fanatical about keeping up with the constantly evolving world of products and services; she strives to stay on the cutting edge so that she can provide the best advice available in the current environment.
In November 2012, she was blessed to welcome her son Nick into the business. Having him onboard has brought not only great joy, but a certain amount of relief! Nick has taken to all aspects of the business, from client service to research to administration and more. He has proven to be a real team player and is a valuable asset to Ellington Financial and their clients.
Kristi is also known as Ami, her biggest joys are her three grandchildren; Tristan, William and Liliana – yes, after a brother, sons and grandsons, she finally has a little girl to spoil! Though they are quick to wear her out, becoming a grandmother has been a glorious and fun life changing event!
An avid reader, Kristi enjoys exploring other cultures and history, which has developed into a passion for travel. She is a snorkeling enthusiast and loves to seek out new islands and oceans - though that is a bit compromised after recent trips to Italy and Ireland where she contracted the European travel bug.
While enjoying a good number of clients scattered around the country, Kristi primarily serves our local communities of Gilroy, Hollister and Morgan Hill; enjoying the diversity of these three different communities definitely keeps things interesting!
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