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Non-deposit products: Are not FDIC insured; Are not deposits; May lose value.
Wealth Management / Wealth Management Team / Kristi Abbey-Jorns
Headshot of Kristi Abbey-Jorns Traverse City North
231.941.6317
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Kristi Abbey-Jorns VP Portfolio Manager

Kristi has 20+ years of investment experience in financial and estate planning education and support, banking, as well risk and wealth management. She has served high and ultrahigh net worth clients.

Kristi currently serves on the finance committee for Habitat for Humanity- GTR, is a Board Member for the Northern Chapter of the American Red Cross, a DEI committee member, and a member of the Disaster Action Team locally. In addition, she has previously been involved on several boards, including serving as Executive Member and Treasurer for Habitat for Humanity GTR, Treasurer TBAYS, Board Member and Treasurer for the Michigan Tech Alumni Scholarship – NW Michigan Chapter, and Board Member and Treasurer for Chums Village Park Association. Kristi also was a Junior Achievement Classroom Volunteer for 12 years.

Kristi holds a Bachelor of Science from Michigan Technological University and is a graduate of Cannon Financial Institute in Investment Management.

Investment and insurance products are subject to risks, including possible loss of principal, and are:
• NOT FDIC insured  • NOT insured by any federal government agency
• NEITHER deposits or other obligations of, NOR guaranteed by, Nicolet National Bank or any of its affiliates.

Nicolet Advisory Services, LLC, is an investment adviser, registered with the U.S. Securities and Exchange Commission, and an affiliate of Nicolet National Bank.

Advisory services offered through Nicolet Advisory Services, LLC, a Registered Investment Advisor. Securities and insurance products offered through Private Client Services ("PCS"), member FINRA/SIPC. PCS is not affiliated with Nicolet National Bank, Nicolet Wealth Management or Nicolet Advisory Services.

Trust and retirement plan level services offered through Nicolet National Bank, a national bank with trust powers.

Past market activity is not indicative of future results, and changes in any assumptions may have a material effect on projected outcomes. Investing in securities entails risk, and the potential for losing money always exists when investing in securities. Asset allocation, rebalancing, and asset diversification will not ensure account protection in a declining market, and cannot be relied upon to enhance gains in a rising market.

Neither Nicolet Advisory Services nor its affiliates offer tax or legal advice. Investors should consult with their legal and tax professionals before making investment decisions.