Kristie Taubitz joined Total Investment Planners as the Operations Manager in May of 2014. In this role, Kristie is responsible for overseeing back office functions while creating an atmosphere that is welcoming and professional for both the clients and supportive staff. Kristie has over 15 years’ experience working in the administrative field.
Kristie has completed the Bachelor curriculum through LPL Financial AdminU* to further her knowledge on the LPL Financial Advisory platforms, the LPL Financial Marketing Gateway and much more. Her goal is to obtain the knowledge and tools to keep up with the ever changing environment, while maintaining a dedicated focus on organizational effectiveness and client services.
Kristie is very involved with her family. She has been married for more than 25 years, has three children and one granddaughter. Kristie has served on many committees for schools, churches and sports, both in Gaylord, where she raised two of her children, then in Central Michigan, where she currently resides.
*AdminU is a training program designed to enable LPL Financial Advisor Administrative staff to better support their office in the areas of client service, office management, leadership, operations, and marketing. There are three degree curriculums - Specialist, Associate, and Bachelor - that each represent a different level of knowledge and skills.