Who We Are

Kristina Gehring

Receptionist

Kristina graduated from Indiana Wesleyan University with a Bachelor of Science Degree in Computer Graphics and Photography. She has worked as a receptionist in a financial firm since 2013, and has experience working in the fields graphic design, marketing and photography. Kristina is a Cincinnati native who has taught elementary students in China for a year and traveled to Thailand, Cambodia, and Inner Mongolia for missions.   

Kristina lives in Madison Place and is very active with her close-knit church community. She enjoys playing soccer, running, hiking, strumming on the guitar, mentoring children, reading, visiting the elderly and sky-diving.



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SERVICE OFFERING
Initial consultation and account set-up assistance
Automated investment management & online performance reporting
Foundational money coaching & access to online budgeting tools
Access to a Certified Financial Planner (CFP®)
Financial Plan: Real-time & cloud-based comprehensive financial planning
Tax: CPA® prepared tax returns and proactive tax planning
Estate Planning: Document review & Wealthquest credit to update or establish plan documents
Investment Planning: Customized investment management that combines active, passive, & alternative strategies
Family Legacy Planning: Generation-skip & tax reduction strategies
Advanced charitable strategies using charitable trust design, donor advised funds, and private family foundations
 
$5,000 - $350,000

Pay Separately

 
 
 
 
 
$350,000 - $2,500,000
 
 
> $2,500,000