Kristi Acree

Business Owners, Lesbian, Gay Bisexual, Transgender, Questioning (LGBTQ), Investment Strategies (Reg. Reps Only), Insurance Strategies, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education

English

Kristi has a passion for building the future of this ever-changing industry. The majority of her 20-year career has been focused on successfully attracting, training, mentoring, and retaining advisors as well as leaders on both a small and large scale. Kristi has a passion for helping, coaching, and attracting diverse talent into the industry to better serve and reflect our diverse clients. Her experience in many roles in the field, involvement in the industry across distribution channels, and ability to build relationships at many levels allows her to be highly effective at driving change and results.

Kristi joined the industry with Mutual of Omaha in July of 2002 after she earned her Business Degree at Bloomsburg University.  Over the years she worked her way through the ranks of the company getting experience in all facets of the field. She was eventually promoted to be the 1st woman in over 20 years to be a Managing Director in Mutual of Omaha’s system in 2018, where she ran their New England region. In April 2021 she made the transition to Northwestern Mutual Eastern Pennsylvania’s Network Office in the King of Prussia Area. Kristi will be joining us at MassMutual Greater Philadephia as a Senior Managing Director for the Allentown office focusing on building advisors, leaders, and clients.

Kristi has earned Presidents Circle in her 1st qualifying year as a Managing Director, is a six-time Key Associate Award Qualifier in her previous firm, and has earned multiple industry awards and recognition through the former GAMA International association. As a self-titled “life-long learner,” Kristi also holds her Series 6, 63, 26, 65, L&H license, LUTCF, and CLF designations, and is currently working on her RICP designation.

Kristi deeply believes in giving her time to industry associations, advocating for the profession, building successful and profitable firms, and coaching/mentoring the future. She does this specifically through her board seats on; both the newly formed FINSECA association (where she chairs the elevate committee), The Women in Financial Services PA board, and volunteering in multiple committees and events over the years. She has also been featured in multiple training video series’ for both GAMA International and The American College, focusing on recruiting techniques, as well as leadership development. She has contributed to both GAMA and FINSECA magazine/print materials and is a key component in FINSECA’S Women Impact Program. Kristi has most recently spoken internationally to distribution leaders in China for the USCIPA.

Kristi and her husband, Jason, along with their 3 children; currently live in Gilbertsville, PA. Kristi is a lifelong Philadelphia Eagles fan, and in her personal time enjoys live music, traveling, and spending time with her family and loved ones.

CRN202508-2834573

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