Equis Financial
Kristan joined Equis Financial as they were just getting started in June of 2016. Alongside the mentorship of their President and CEO, Barry Clarkson, Kristan built Equis’ Lead Department into what it is today - a system our agent force is proud of. It took no time to learn that Kristan was going to be a unique member of the Equis Team and would play a vital role amongst their agents, managers, partners, and her peers and colleagues alike. Throughout her time with Equis, Kristan has held a variety of responsibilities involving developing and managing the Lead Department, overseeing operations in Lynchburg, VA office, and as of September of 2020, managing the operations for Marketing and Events Departments as well. Over the past 4.5 years, Kristan has proven her dedication to Equis.
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Equis Financial
Equis Financial is a premier Insurance Marketing Organization for independent insurance agents and agency builders today. Designed from the ground up by industry veterans, Equis provides a proven system that works for anyone.