Branch Operations Manager
Kristie Marshall began her career in the financial services industry in 2008. She began working with Brian Smith in 2013 and values the relationships she has built with clients over the years, both professionally and personally.
In addition to processing trades, Kristie assists clients with account paperwork and with creating reports to analyze their investments. She also engages with CPAs and attorneys to assist clients with their tax and estate planning needs.
Kristie graduated from Saint Ambrose University in Davenport with a Bachelor of Arts in Communications and Computer Network Administration. In 2009, she received her Series 7, 63 and 66 licenses.
When she isn’t boating on the Mississippi River with her husband, Kevin, Kristie coaches volleyball for Platform Elite. She is the Youth Development Director/Head Coach for boys and girls in grades K-6.