Kristina Schneider is a Practice Success Coach for The Ultimate Estate Planner, Inc. Her primary responsibility involves consulting and assisting estate planning attorneys on a variety of practice-building and marketing strategies taught by fellow WealthCounsel member, Attorney Philip Kavesh.
Kristina graduated from Pepperdine University with a Bachelor’s degree in Business Administration and will graduate from Pepperdine Graziadio Business School with her Master’s in Business Administration. Immediately following her graduation, she was hired by Phil and Phil’s law firm, Kavesh, Minor & Otis, to help put together live training programs for estate planning attorneys and financial advisors. Additionally, she also served as Phil’s Executive Assistant and has assisted his law firm in firm management and marketing. Kristina just celebrated 20 years working side-by-side with Phil and in his law firm.
