Through a partnership with our independent broker-dealer, Cambridge Investment Research, Inc., we have access to a team of virtual office assistants who allow us to spend more time with our clients by taking on more administrative tasks. Kati Krzystofiak joined the Cambridge Source Office Assistant Team in 2022. Kati specializes in assisting financial professionals with account management, reporting and planning, communication, and client management. She currently lives in Mount Pleasant, Iowa, where she enjoys reading, video games, making candles, and spending time with her family and pets.