Kristy Lungwitz

Practice Relationship Manager

“My role is to help advisors and their staffs adopt best practices to streamline their businesses, saving time and money. I get a kick out of finding solutions to problems. Since I work with all of our practices, I may know an answer because I have helped somebody with the same problem before.”

Kristy joined U. S. Planning in 2011 with 12 years of financial services experience. After serving in administrative, operations, OSJ compliance and management roles, she is eminently qualified to offer advice and help to our advisors and staff. She provides one-on-one training, marketing and technical support, and, most importantly, one-stop problem resolution assistance. 

Phone 770-395-9595
Fax 877-397-5137