Susan's primary responsibility is to maintain a professional and organized environment that allows the team to devote full attention to clients and their investment planning.
With more than 30 years of financial services experience, Susan strives to ensure that each client's administrative and operational needs are handled accurately and quickly. She handles incoming calls, the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers, and answering service-related questions.
Susan started in 1986 with A. G. Edwards & Sons, Inc. as the Wire Operator and in 1998 transitioned to the Client Associate position. She is now Senior Operations/Administrative Manager for the team. Her professional securities registrations include the Series 7 & 63. She was named a Premier Client Associate from 2010-15.
Susan resides in Wendell, NC with her husband Derick, where they are very involved with their church and family. She has three children and four grandchildren.
The Wells Fargo Advisors Premier Client Associate distinction is held by a select group of Registered Client Associates within Wells Fargo Advisor nominated by their management for their consistent display of professionalism, integrity, and core leadership values.
Kristiana is a Registered Associate on the First Flight team and brings analytical expertise to the practice. She is especially passionate about helping clients achieve the best results for their financial goals. Kristiana is known for her ability to provide exceptional system support and analysis which helps clients.
Prior to joining First Flight, Kristiana was a financial planner/systems analyst for 15 years with IBM. She has experience with discretionary and asset advisor trading, asset allocation models, and system support. Her professional securities registrations include the Series 7 & 63. Kristiana has a B.A. in economics and mathematics from the University of Connecticut.
When she is not in the office, Kristiana is a proud mother of three and enjoys horseback riding, golfing and snow skiing. She is proud to support the Catholic Charities Support Circle Program which has a mission to help others in the community.
With more than 22 years of financial services experience, Jillian ensures that our clients' administrative, trading and operational needs are handled quickly and accurately. She handles the day-to-day management of accounts, including open new accounts, updating existing account information and processing clients' service requests. Jillian grew up in Wendell, North Carolina and now lives in Youngsville with her husband, Stephen.
As Client Service Assistant, Judy's primary responsibility is to assist our Senior Operations/Administrative Manager with daily administrative functions. Serving as first contact with incoming calls, she is engaged in assisting and processing client requests including opening new accounts, updating existing account information, distributing the Quarterly Update Newsletters and other service related tasks.
After six years of service as a Non-Commission Officer in the United States Army, Judy worked for John Deere in a variety of supervisory and leadership functions over 28 years before joining the First Flight team in July 2021.
Judy has a Master of Science in Organizational Leadership from Colorado State University, a BA in Psychology from La Roche University and extensive experience in HR, Sales Support, Contact Administration and Call Center Supervision.
Judy enjoys sports, staying active, working out, the performing arts, travel, attending church, volunteering and spending time with friends and family.
