Kristin Discher

Kristin has been with the firm for nine years and will celebrate her tenth anniversary in April. She has led marketing throughout her tenure, making it a priority to learn the financial industry and operational processes to better support advisors. In 2018, Kristin obtained her FINRA Series 7 license through LPL Financial, to deepen her understanding of industry regulations and marketing compliance. She played an integral role in the firm’s transition to LPL, assisting with data management, communications, and advisor training.

As Director of Marketing, Kristin oversees initiatives that strengthen the firm’s brand and advisor engagement. Her leadership has driven strategic projects, including rebranding efforts and digital marketing enhancements, while ensuring alignment with industry standards. By combining marketing expertise with operational insight, Kristin helps position the firm for continued growth and success.

Kristin holds both a bachelor’s degree and an MBA from George Mason University. Outside of work, she enjoys cooking, crocheting blankets, and spending time with her rescue dog, Robert.