Kristi Dennis is the Funding Team Lead. Her position includes reviewing financial information and recommending how to Fund our Family’s trusts and helping the rest of the Funding team to make sure that this is done correctly and in a timely fashion. She and our funding team have helped hundreds of families make their estate planning documents effective. She received her Bachelor’s Degree from Kuyper College with double majors in Music & Worship and Bible & Theology with the emphasis in Business and Youth Ministry. After completing her undergraduate degree, she spent time at a national marketing firm as an Executive Team Trainer and Office Administrator before joining the David Carrier team.
Outside of the office, Kristi enjoys reading, music, working as a Youth Director, as well as watching and playing Ultimate Frisbee.
Our team is here to help you! If you do not have an estate plan already, the time to create one is now. We can help – contact us today!