Kristine Swartz

Kristine Swartz

Administrative Assistant

Visit my web site!

301 Carlson Parkway Suite 300
Minnetonka, MN 55305

Phone: (952)542-0726
Fax: (952)258-5122
E-mail:


Kristine has been working with us for over 6 years. She focuses on preparing applications, updating us on new business, the transferring of accounts, and handling new business applications. Kristine also calls investments companies for updates on client accounts and many other processing needs. She also works side by side with Matthew and Mitchell on keeping them updated with each client case.

Kristine graduated from Stout University in 2005. Kristine lives with her daughter and Fiancé, Brian in Bloomington.