In the spirit of Thanksgiving and to provide our dedicated employees with additional time to spend with family, our offices will have limited availability from Monday, Nov. 25 through Friday, Nov. 29. If you are an existing client and need assistance during this time, please contact our client support team at 888.565.1681 (Monday – Wednesday only). If you would like to discuss becoming a client, please call 888.920.1320 or view how to contact us via other means here.
Chris has been in the financial services industry since 2009, working at Mallard Financial Partners before it was acquired by Mercer Advisors in 2023. As a client service specialist, she has a passion for delivering exceptional customer experiences by building meaningful connections and seamless communication. In her spare time, Chris enjoys playing pickleball, biking, hiking, and spending time with her family and friends.