Kris Sammons

Working in retirement planning and financial services since 1985, Kris Sammons manages the daily operations of the office, overseeing trading, regulatory compliance and client support. With extensive experience in financial services, Kris ensures operational efficiency, risk management, and seamless coordination between advisors and clients.

Specializing in the coordination, planning and support of client needs, she prides herself in delivering exceptional service to clients and maintaining adherence to industry standards set by organizations such as FINRA, and the U.S. Securities and Exchange Commission.