Operations

Kristen assists in the planning and execution of various marketing endeavors for the firm including proposals, conferences, webinars, email campaigns, website initiatives and newsletters. She joined Fiduciary Investment Advisors LLC in 2012, which combined with Fiducient Advisors in 2020.

Prior to joining the firm, she was a Sales and Marketing Consultant at USI Consulting Group. Kristen obtained her BS from Eastern Connecticut State University. In her free time, she enjoys reading, cooking and spending time with her husband and two daughters.

Nick is responsible for supporting the new business function of the firm including finals presentation preparation, internal & external communications, new business strategy and the representation of the firm at outside events. He joined Fiduciary Investment Advisors LLC in 2019, which combined with Fiducient Advisors in 2020. He received his BS from the University of Connecticut and enjoys competing in golf tournaments and following his favorite sports teams.

Carrie is responsible for responding to Request for Proposals as well as overall firm marketing support. She joined Fiduciary Investment Advisors LLC in 2013, which combined with Fiducient Advisors in 2020. Prior to joining the firm, Carrie was a Training Administrator at General Motors Acceptance. Carrie received her MBA from Baldwin Wallace College and BA from Loyola University. She enjoys running, biking, skiing, cooking, travel and Baltimore spectator sports with family.

As Manager, Jenna oversees members of the marketing team who plan and execute various marketing endeavors for the firm. Jenna’s responsibilities also include Request for Proposals, client events, email campaigns, website management, marketing material creation and design initiatives. Prior to joining the firm in 2015, Jenna was a Marketing Associate at Manning & Napier Advisors Inc. Jenna graduated with a BA in Communication from the University of Illinois at Urbana-Champaign. Jenna is a certified yoga instructor and enjoys spending time with her husband and two young children.

Linda is responsible for responding to Request for Proposals as well as overall marketing support. Prior to joining the firm in 2021, Linda worked at Prudential Retirement for 23 years in Sales and Marketing and most recently was a Client Service Associate for C.I.G. Retirement Plan Consulting. She received her BS in Finance from Fairfield University. In her free time, Linda enjoys traveling and spending time with friends and family.