Kristina grew up and studied in Spokane Washington where her family emigrated from Russia in 2000. Being a first generation immigrant has played a big role in her life and ability to overcome challenges.
In college she pursued various roles in customer service, hospitality, sales, and management. An internship with Walt Disney World brought Kristina to Orlando, which she fell in love with and decided to call her permanent home. She was introduced to the Financial Services industry in 2014, and found her way to the Winn Partners team a year later. Her background provided the perfect links to complete our team approach.
Kristina’s eagerness to grow under Jeff and Shelby’s expertise has allowed her to flourish as a partner. The last 10 years in the industry have provided her with valuable experience in financial & retirement planning, extensive operational knowledge, and the intricacies of client and relationship management. She holds the Uniform Investment Advisor Law Qualification license (Series 65).
This translates to Kristina’s role on the team providing “behind the scenes” work that keeps our practice running smoothly. Kristina is the head of administration and marketing, and typically the overall coordinator and liaison for our client needs. She builds and walks clients through their financial plans, and continuously shares servicing responsibilities with Shelby.
Kristina and her family live in Orlando. She and her husband are proud parents of two boys, Aris (11) and Lorenzo (3) who keep life exciting and very busy. When not running between extracurricular activities and sports, their family enjoys traveling, being outdoors, and an active social life.