Kierston Koplin, Client Service Manager

Kierston Koplin

Client Service Manager
 

Kierston joined WealthCrossing in July 2018. She brings with her 25 years of financial service experience assisting advisors and clients in her previous roles as a Commercial Banking & Private Banking Specialist with SunTrust Bank and a Registered Client Associate/Portfolio Assistant with a local investment advisory firm.

Kierston enjoys helping clients with their various account needs and strives to make it as easy and stress free as possible for them. She appreciates WealthCrossing’s personal approach with clients and the history and overall culture of the firm.

Outside of work, Kierston is a member of RISC – Richmonders Involved to Strengthen our Communities a justice ministry organization that networks to campaign on issues affecting the community.

Kierston and her husband enjoy hiking and biking throughout Virginia, visiting cabins and the beautiful state parks.

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