About Krista
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 financia... I believe open and direct communication is foundational in the planning process.
Areas of focus
Credentials & background
Designations
CIMA®
Education
MBA in Finance University of Connecticut (2008); Certified Investment Management Analyst University of Pennsylvania’s Wharton School of Business (2003); BA in Business Administration with an International Business concentration Gonzaga University (1998)
Clients served
High Net Worth IndividualsRetireesBusiness OwnersSurviving SpousesDivorceesSingle MothersBusinesswomen
The firm
Wells Fargo Advisors