Previously in her career, Krista worked at Wedbush Securities for 14 years as a Vice President, Branch Manager and Financial Advisor.  Prior to this, she was an Investment Executive, Operations Manager and Registered Sales Assistant at Ragen MacKenzie/Wells Fargo Investments for 12 years.  Krista has her Series 7, 9, 10, 63 and 65 licenses.

Krista’s introduction to Financial Planning began at an early age.  Her father was a longtime stockbroker and CERTIFIED FINANCIAL PLANNER™ professional.  Krista worked in his office beginning in high school, and later became a partner in the business.  Krista claims that her path to the family business was a natural progression with years of on-the-job training.

Krista applies her nearly 30 years of experience in the financial services industry to helping her clients fulfill their goals, while setting realistic expectations and assuming an appropriate level of risk conducive to each client’s risk tolerance and desired outcome.  Working with retired clients and those close to retirement is a large part of Krista’s practice.  She takes great pride in the fact that she builds long-term relationships with her clients that are based on trust.

Krista is a lifelong Alaskan and lives in Fairbanks with her husband, Jim, their daughter, Winter, and the family cat, Cali.  Krista is a member of the Rotary Club of Fairbanks and attended the University of Alaska-Fairbanks and Monroe Catholic High School.  In her spare time, Krista is a student of dance and loves good whodunit mysteries and lighthearted fiction. In the summer, she enjoys weekends at Harding Lake.