Kristi Dykstra
Branch Manager
Kristi’s Story
Kristi joined our team in 2022 bringing with her over 30 years of experience in the Financial Services and Banking industries. Working out of our Holland office, she is detail-oriented, highly organized, and puts the needs of our clients above all else, making her a key member of our team. She enjoys working with clients and loves helping them achieve their financial goals. Some of her roles and responsibilities include:
- Assisting clients with all new business, including account applications, trade orders, transfers, and 401(k) rollovers.
- Handling client requests, questions, and concerns.
- Placing trades and completing account transactions and paperwork.
- Generating client reports for our advisors, including asset allocation reports, portfolio performance reports, and updated financial planning documents.
Kristi has an associate degree in Business from Davenport University, and holds FINRA Series 7, 63, 65, and 9/10 licenses, and is also Insurance-licensed.
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Ann Arbor | Saline
Address: 123 N. Ann Arbor St. Saline, MI 48176 Phone: 734.429.3971
Address: 123 N. Ann Arbor St. Saline, MI 48176 Phone: 734.429.3971
St. Joseph | Stevensville
Address: 5813 Red Arrow Hwy. Stevensville, MI 49127 Phone: 269.556.0768
Address: 5813 Red Arrow Hwy. Stevensville, MI 49127 Phone: 269.556.0768
Holland | Grand Rapids
Address: 510 W. 17th St. Holland, MI 49423 Phone: 616.251.1025
Address: 510 W. 17th St. Holland, MI 49423 Phone: 616.251.1025
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