MARK SHEPTOFF FINANCIAL PLANNING - Key Persons
Kristi Chadwell joined Mark Sheptoff Financial Planning, LLC in 2013 after 30+ years in financial operations. She oversees and manages the daily operations of the firm. Her responsibilities include extensive client service and support, assisting with administrative issues relating to their relationship with the firm and Fidelity Investments. Kristi also is responsible for systems administration, our portfolio management software, Morningstar Office, and our custodian platform and client reporting through Fidelity WealthCentral.
Job Titles:
- Personal Financial Specialist Registered Investment Advisor Certified Public Accountant