Kristi Harvey photo

734.389.7793 – direct

734-389-7813 – fax

Kristi S. Harvey

Executive Assistant

An executive assistant with 25+ years of experience, Kristi is an integral part of the Firm’s team serving as executive support to the Senior Financial Advisors and delivering superior client service. She also serves as the Firm’s office manager. Kristi’s prior experience includes executive support at Key Bank and United Bank & Trust and also as the compliance liaison for LPL during her tenure at United Bank & Trust. Kristi holds a degree in accounting and is a notary public. She lives in Grass Lake and enjoys home improvement, quilting, raising her beloved llamas and traveling. In her spare time Kristi is a Red Cross Disaster Services volunteer.