Kristina Gray

Kristina Gray - Client Services Coordinator

Kristina Gray has one of the most challenging jobs in our office. 

As Client Services Coordinator, Kristina is hard at work preparing your asset spreadsheet. 

Your asset spreadsheet is critical because it allows us to confirm the assets you own, ensure those assets get moved into your living trust and make sure your loved ones will know what to look for if anything happens to you. 

 

 

 

 

 

 





 
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