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Cristi Hart**

January 19, 2009

Cristi Hart began her career with SML in 1997, marketing Group and Life Insurance plans to both individuals and corporations. In 2009, SML named Cristi as an Account Executive to focus primarily on estate tax transfer planning and executive benefits programs. Ms. Hart maintains her Series 6 & 63 securities designations as well as her Life, Fire and Casualty licenses. She also is a Notary Public.

Cristi graduated with a degree in Economics from the University of California at Santa Cruz and also served in the U.S. Army JAG Corps in Frankfurt Germany. She and her husband live in San Ramon California with their two children and are active in their local community.

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* Registered Principal offering securities through M Holdings Securities, Inc. a registered Broker/Dealer, member FINRA & SIPC. Sitzmann Morris & Lavis is independently owned and operated. ** Registered Representative offering securities through M Holdings Securities, Inc., a registered Broker/Dealer, member FINRA & SIPC. Sitzmann Morris & Lavis is independently owned and operated. www.finra.org | www.sipc.org

 

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