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Kristen Koenig

Director of Client Experience

Kristen Koenig is dedicated to ensuring that anyone interacting with us has an exceptional experience. Whether they walk through our doors, attend an event, or give us a call, she is on a mission to make sure the interaction is second to none. She has helped hundreds of individuals and families on their retirement journeys, ensuring they feel cared for and confident every step of the way.

With a strong background in event planning, Kristen adds enjoyment to the retirement journey of the people we serve. She leads the team responsible for organizing our popular monthly Lifestyle Events, such as tours of the State Capitol, pickleball and BINGO, our annual Client Appreciation Event, New Client Mix & Mingle, and more.

Kristen’s leadership has been instrumental in creating an unparalleled client experience and emphasizing the crucial role of relationship building in your retirement journey.

Kristen is an Iowa State University graduate with a degree in Event Management.

As a mother, she loves taking her baby, Eli, on new adventures with her husband, Jake. Eli has already visited several national parks, enjoying the views from the comfort of a kid carrier backpack.

Ready to take your retirement to the next level?

Let's chat! Schedule a RetireReady Call to talk with a retirement planner about your retirement vision.

Ready to take your retirement to the next level?

Let's chat! Schedule a RetireReady Call to talk with a retirement planner about your retirement vision.

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