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The Planners Financial Services, Inc.

 (515) 224-0149  tkocurek@plannersgroup.com
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The Planners Financial Services, Inc.

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  2. Kristie

Kristie

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Kristie
Executive Assistant

Kristie joined our team in December 2019 as an Executive Assistant. With 17 years of experience in the service industry, she has learned how to both reach and exceed client expectations to provide service that you can count on. She is willing to go beyond the minimum expectations to make sure she serves client’s needs.
 
Her main duties include preparing/follow-up for client appointments, billing, quarterly mailings, as well as day-to-day operations of the business.
 
 
When she is not in the office providing quality service to our customers, you'll find her spending time with her family. She has been with her husband 19 years and counting. She has one amazing son and two crazy pups. She enjoys watching the kid play baseball as well as being actively involved in her hometown of Carlisle, Iowa.

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  •   1012 Grand Avenue , West Des Moines, Iowa 50265-3501
  •   (515) 224-0149
  •   tkocurek@plannersgroup.com

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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