Kristi M. Morgan, FPQP™
Director of Operations
Credentials & Awards
- Financial Paraplanner Qualified Professional™ (FPQP®)
- New York State Life, Accident & Health Insurance License
- NYS Notary Public
About
Since 2004, Kristi has built a well-rounded career in the finance industry, taking on a variety of roles and gaining hands-on experience supporting both corporate and individual clients. As Director of Operations, she focuses on keeping things running smoothly behind the scenes—streamlining processes, supporting her team, and helping ensure clients have a seamless experience.
Kristi is known for being dependable, detail-oriented, and easy to work with. She takes pride in creating efficient systems and supporting both clients and colleagues so everything works the way it should.
She lives in Spencerport with her husband, Adam, and their three kids. Outside of work, she stays active in the community—volunteering as Vice President of Travel for the Spencerport Soccer Club and as a Division Coordinator for the Rochester District Youth Soccer League. She also gives her time to the Ronald McDonald House and the Bernabi Parents Association, supporting local families and youth programs.