Univest News

Welcome Kristen Ventre

Get to know Kristen:

Name: Kristen Ventre, AIF®

Current title: Senior Vice President, Retirement Plan Services at Girard, a Univest Wealth Division

What is your specialty or area of focus?
Most of my career has been spent servicing, managing and selling corporate retirement plans. I enjoy working with business owners to design and implement a retirement plan so their employees can retire successfully. Most business owners are too busy to focus on plan design and are content sticking with the status quo. I simplify the plan design process and educate them about the pros and cons of various plan provisions. I also help them understand the potential corporate and personal liability of a poorly designed or managed retirement plan. I think listening is the most important part of the plan design process and I love partnering with my clients to create the best retirement plan available.

Tell us about your professional experience.
I have more than 25 years of experience in the financial services industry. I graduated from Drexel University with a B.S. in Marketing and Finance. I currently hold my Accredited Investment Fiduciary designation (AIF®) and Series 65 license.

Are you actively involved in your community?
I currently serve on the board for Keystone Kidspace, an innovative STEAM based, hands-on maker space for kids ages 6-15. I also serve on the board for the York Suburban Education Foundation. I am passionate about education equality and proud to be a part of these organizations.

What do you like to do outside of work?
I enjoy traveling, hiking, practicing yoga, reading and spending time with my family.

Do you have a favorite quote or motto that you live by?
My motto is, “failure is not an option.”

Personal details?
My husband, Ted, owns a regional landscape/construction business and my son, Jackson, is a high school junior. We live in York, Pa.

 

GirardSM is a marketing name used by Univest Financial Corporation to provide (1) investment and wealth management, fiduciary services and trust services through its subsidiary Univest Bank and Trust Co., (2) specific fiduciary and investment advisory services through Girard Advisory Services, LLC (3) securities products, insurance products and brokerage services through Girard Investment Services, LLC, a registered broker-dealer and member of FINRA and SIPC, and a licensed insurance agency, and (4) investment management and related products and services to Pennsylvania municipal entities through Girard Pension Services, LLC.