As Fiduciary Services Administrator, Kristi’s accounting background is beneficial in overseeing the trusts and IRAs on behalf of the firm and its clients. Working alongside Ruder Ware’s team of Business Transactions and Trust & Estates attorneys, Kristi oversees the day-to-day administration of the firm’s Fiduciary Services operations— ensuring smooth coordination across asset management, investment oversight, and client communications. Her role emphasizes proactive administration and regulatory compliance, supporting the effective management and delivery of fiduciary responsibilities for trusts and IRAs.

Specifically, Kristi assists clients with:

• Asset Management: Transferring, recording, and maintaining all assets and liabilities for new and existing trusts and IRAs. This can include stocks, bonds, mutual funds, cash, money market, real estate, life insurance, privately held business interests, promissory notes, and annuities.
• Investment Oversight: Assistance with investment portfolio maintenance, ensuring prudent management and diversification of assets, and performance reporting.
• Distribution and Expense Processing: Manages the disbursement of funds to or on behalf of beneficiaries and the payment of trust-related expenses. Transactions are processed through checks, ACH transfers, and wire payments.
• Receipts: Facilitating the receipt of funds into trusts and IRAs.
• Tax Reporting: Assisting with tax reporting requirements for trusts and IRAs, including preparing or coordinating necessary documentation and working with tax professionals.
• Compliance and Recordkeeping: Ensures all activities are conducted in full compliance with federal and state regulations, aligned with governing plan documents, and supported by accurate and up-to-date recordkeeping.
• Client Communication: Regularly interacting with clients, trustees, and beneficiaries to provide updates and answer questions.
• Coordination with Professionals: Working with attorneys, accountants, investment advisors, and other professionals to ensure proper administration and compliance.

Kristi enjoys spending time outdoors and is skilled at both hunting and fishing. Family is very important to her, and she recently joined her husband and two sons on a safari in South Africa.

Civic Activities

Panther Pack Booster Club – Board Member (June 2017–present)

Professional Activities

Wisconsin Institute of Certified Public Accountants – Member (2020)