Kris serves as Transition Manager for Ashton Thomas Private Wealth and is based in the firm’s Scottsdale headquarters. She has almost two and half decades working in financial services and has transitioned over 100 financial advisors in the broker-dealer, wirehouse, and RIA spaces.
Kris started her career with SunAmerica Securities in 1998. Over the years, she served in various client service, operations, and advisor onboarding roles. Most recently, Kris was Senior Transition Consultant for Cambridge Investment Research and Advisor Experience Manager with United Planners, where she followed advisors from transition to full integration with the broker-dealer over a period of years. At various points in her career, Kris was part of six different advisory teams that transitioned from one firm to another, giving her a first-hand look at the transition experience.
“I’ve been through this process many times now and I know how it should go”, says Kris. “I was attracted to Ashton Thomas because I saw the cohesiveness and attentiveness of the advisor support team. I wanted to bring that experience to advisors joining the firm. My goal is to have each transition completed inside of 90 days with consistent white-glove service.”
Kris attended the University of Arizona in Tucson and is still a fan of U of A sports (Bear Down!) to this day. She resides in Glendale and has two adult children and two grandchildren. In her free time, Kris enjoys live music, hiking, reading, boating, strategic mind puzzles, and spending time with her family.