Kristy Whitaker is the Director of Client Services of SageView’s Deer Park, IL office. She is focused on day-to-day operations for the team’s clients and works directly with their school teachers, facilitating the management of their 403(b) plans with third-party administrators and districts.
Prior to joining SageView, Kristy was the Direct of Client Relations at Lakeview Wealth Management, an LPL Financial affiliate, before the firm’s acquisition by SageView in 2022. She joined Judy VanArsdale as a college intern and has been an integral member of their team. She is now a part of their leadership team and impacted their success over the years.
Outside of the office, Kristy enjoys spending time with her family.
Kristy graduated from Illinois State University with a degree in Biological Sciences and holds her Series 6 and 63 FINRA licenses.