Meet Kris
Kris joined Mercer Advisors in 2021 through the acquisition of Pinnacle Wealth Solutions, where she served 18 years. She is a Portfolio Operations Specialist, providing clients and our team with exceptional support. Her duties include client meeting preparation, performing all account trades, and processing IRA required minimum distributions. Kris enjoys playing a part in our clients’ lives and helping them enjoy the things that matter most to them.
Her working style
Kris is reliable and dependable. She helps her clients feel comfortable and confident.
Kris in real life
What keeps you busy outside of work?
My two kids keep me busy when I’m not working.
Any words you try to live by?
“We are all here to walk this path, remember our unity and strive to lift others up.”
What’s one thing you are surprisingly good at?
I’m a good listener.
Meet Kris’s Teammates
Jody Wyatt
Sr. Client Service Specialist
What Kris Says
Jody and I have worked together effortlessly for years to provide our clients with high-quality service.
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