Kris Kopczynski

Operations Team Lead: Process Management

As a team lead, Kris Kopczynski ensures our back office work is completed accurately, consistently, and quickly. From assistance with paperwork to fielding technology issues, she helps our operations team handle advisors’ day-to-day operational aspects of their job so that they can focus on assisting their clients.

Kris is a graduate of the University of Tennessee and holds a Bachelor of Science degree in Zoology. Prior to joining the financial industry in 2021, she worked in several fields, including as a zookeeper at Chicago’s Brookfield Zoo. Kris has obtained her FINRA Securities Industry Essentials license and looks forward to continuing to deepen her level of industry knowledge.

A native of Tennessee, Kris now resides in the suburbs of Chicago with her husband, their three children, a yellow lab, and a cockatiel. In her spare time, Kris enjoys hobbies like gardening, crafting, baking, and running, as well as volunteering locally.