Kristie Taubitz has led operations for our office for over a decade, (formerly Total Investment Planners). As Financial Operations Manager, Kristie is responsible for overseeing back-office functions while creating an atmosphere that is welcoming and professional, both for our clients and our supportive staff. She specializes in making sure our office runs smoothly and efficiently.
Kristie frequently attends conferences and continuing education events to stay skilled and informed on how to best service our clients and implement best practices to improve the efficiency and service of our supportive staff. Kristie has been in the client service industry her whole life. It shows in her client-first approach when tackling a new project or working late to complete one.
When Kristie’s not in the office, you will most likely find her with friends and family. She loves the outdoors, animals, bonfires, boating and games.