Meet Our Team / Kristen Mallory
CTFA — Vice President/Trust Officer
Kristen is a Certified Trust and Financial Advisor (CTFA) with 25 years of experience in the Trust and Financial Services industries.
Kristen handles personal trusts, special needs trusts, guardianships, and investment agency accounts. As Senior Trust Officer, Kristen is responsible for handling the larger, more complex relationships within the department and for helping lead a team of trust professionals.
Kristen has worked and served in a variety of organizations over the past two decades: The Caring Place (President, Treasurer, Board Member); Boys and Girls (Board member); Valparaiso Rotary Club (Board Member, Committee Chair); and Open Door Health Center (Treasurer, Board Member). Kristen remains very active today in her local community.
Securities and insurance products are offered by Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered by Cetera Investment Advisers LLC. Neither firm is affiliated with Centier Bank where investment services are offered. Advisory services may only be offered by Investment Adviser Representatives.
Securities and insurance products offered by Cetera Investment Services are: *Not FDIC insured * May go down in value * Not financial institution guaranteed * Not insured by any federal government agency * Not deposit products.
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.