What do managers say about working with Krisan's BackOffice?
"I was asked once what was the best decision I made in my business. It was hiring Krisan."
Linda Gadkowski
Linda Gadkowski, Inc., Centerville, Massachusetts |
"In 1996 Krisan's BackOffice enabled me to take my solo practice to the next level. Now, 10-years later I can't imagine why anyone would choose to manage their own data. Rather than spending my time, or staff time, on data compilation I can devote myself to the value-added aspects of my financial planning practice."
Stephen Gorman
Gorman Financial Management, Inc, Norwell, Massachusetts |
"My clients have high expectations with regard to the level of service they receive and Krisan has consistently exceeded both my clients and my expectations. Krisan's attention to detail, accuracy, foresight, timeliness, integrity and willingness to work with me is outstanding. It is with confidence that I speak of the positive contribution that Krisan has made to my business over the past 10 years."
William John Mikus
Mikus Capital Management, Inc., Palm Beach, Florida |
"Many people are too scared to outsource this part of their work and many people think that it's too expensive. I was talking to a planner recently who said: 'Wait until you have 100 clients with an average of 6 accounts and then see what you'll be paying her!.' Well, by my calculations, it will be about 2/3 of what she is currently paying her Centerpiece person and it's about the fourth person she's had in the last five years!"
Sheila Chesney
Chesney & Company LLC., Beaufort, South Carolina |
"I have been working with Krisan over 8 years. What is truly great about Krisan is that she owns the business, so I deal with her. And, does she know PortfolioCenter backwards and forwards! It is more like having a personal advisor than working with a corporation with employees that come and go."
Gail Parker
Independent Progressive Advisors, LLC, Portland, Oregon |
"I had a prior Centerpiece outsourcing relationship that wasn't going well, so I switched to Krisan and things are now going great. She did an incredible job cleaning up my data."
Laura Barnett Lion
Barnett Financial Inc., Austin, Texas
Read an article about Laura Barnett Lion, Virtual Office News, October 2004. |
"The best decision which my firm made in 1992 was to contract with Krisan's BackOffice, Inc. for the production of all our portfolio performance reporting. From the beginning, we relied on Krisan to manage all of our portfolio data so we could interact with current clients and have time to acquire new clients. During a recent three year period we were able to double the assets we had under management, thanks to her effective performance reporting. I cannot think of another function which gives us such a great return on costs as does her services. I cannot imagine portfolio management without having the benefit of her services.
"I would be pleased to speak to any manager who is considering engaging the talents of this Stanford Phi Beta Kappa graduate. (With a nod to the truth-in-advertising principle, I must acknowledge that she is also a great wife to my son David, and devoted mother to my grandson Brendon and granddaughter Megan, and one of my three favorite daughters-in-law!!!)"
George Marotta
Marotta Asset Management, Inc., Charlottesville, Virginia |


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