Krista’s consultative approach began in New York where she started her multi-decade financial services career. By building relationships with her clients, Krista understands their unique financial needs and then leverages her analyst experience and planning approach to deliver comprehensive financial solutions to her individual, family and institutional clientele. Prior to moving to Denver, Krista was a Senior Vice President and lead member in Wells Fargo Advisors’ Investment Management Consulting Group where she focused on multi-million dollar relationships. In this role, she assisted the firm’s premier advisors across the nation to create and deliver customized investment strategies tailored to the financial needs of each client Krista is a Certified Investment Management Analyst (CIMA®) designee which she earned at the University of Pennsylvania’s Wharton School of Business in conjunction with the Investments & Wealth InstituteTM. Krista graduated from Gonzaga University, where she attained her BA in Business Administration with an International Business concentration. Krista achieved her MBA in Finance from the University of Connecticut. Additionally, Krista is a financial professional who holds the FINRA Series 7, 9, 10 and 66 securities registrations as well as life, health and long-term care insurance licenses. Ensuring your wealth works in support of your goals takes careful planning. Such planning is not a single event –it is a process. Life happens, change is constant and your financial strategy must evolve to achieve your goals. Krista will guide you one on one to design strategies targeted to your specific needs and objectives. Krista is passionate about affecting positive change and giving back to her community. She is asked to speak to various groups on financial topics and openly engages in conversation with individuals of all ages and stages of life. Born and raised in Montana, Krista enjoys many outdoor activities including skiing, hiking and diving. In her spare time she may be found exploring Colorado trails or traveling to meet family and friends for fun in the sun or snow with her daughter Katherine. Krista is a proud member of the Gonzaga University Alumni Association and enjoys rooting for the Zags and Huskies in their sporting endeavors. Krista supports various organizations within the community. She recently served the Denver Philharmonic Orchestra on the Board of Directors & their Marketing & Fundraising Committee. Previously, Krista served on the Board of Directors for the Denver Brass and was a member of SafeHouse Denver's Board of Directors, Gala Committee, and Major Gifts Committee. Additionally, Krista served as the Community Outreach Officer for Wells Fargo Advisors Veteran Team Member Network and a board member of Wells Fargo Advisors Women's Best Practices Committee as well as having been certified as a Handicapped SCUBA Association dive buddy.