I have a house full of boys (with my husband, two sons and even our golden retriever) and I wouldn’t have it any other way! I live for summer… and Packer season! While my dream is to own a cabin on a lake someday, I am thankful for all the family cabins we’re able to visit. They’re where we spend most of our summers, relaxing on a pontoon while listening to country music.
I also love hosting get-togethers with family and friends; I especially enjoy cooking and baking for these gatherings… although I try to keep the baking to a minimum since I have a terrible sweet tooth and most of it ends up getting eaten during the baking process!
Before joining our team, Krista gained invaluable experience in administrative roles and proceeded to become a successful recruiter. It was through her administrative background that led her to Action Financial Strategies in 2010.
After joining our team, Krista very quickly realized a true interest in the financial planning arena, finding a real passion in working alongside our advisers as they craft financial plans for our clients. She describes the most intriguing part of her job as, “seeing the creative planning strategies that we shape for our client’s needs and objectives come together into a complete plan.”
Krista has most certainly continued to grow and evolve within our agency, first obtaining her Registered Service Assistant delegation in 2012 and later becoming fully registered as an Associate Financial Adviser in 2015.
Krista’s natural enthusiasm for planning and her spot-on organizational skills have dovetailed perfectly into her role of handling paperwork and schedules. She keeps the days running seamlessly for the whole team as the scheduling mastermind behind our intricacy of meetings and appointments. With true finesse, Krista navigates the underwriting and application process for our clients, guiding the process from start to finish.
NETFLIX BINGE - Schitt’s Creek
HAPPY PLACE - Lake or Beach
DREAM VACATION - Hawaii
FAVORITE MOVIE - Bad Boys II
FIRST JOB - Babysitting
LOVE PEOPLE WHO - Are easy-going
FAVORITE ICE CREAM FLAVOR - Cookies & Cream
FAVORITE HOLIDAY - Christmas... minus the cold temps!
ABUNDANCE OF PICTURES - Pictures. I love capturing memories!
LIFE GOAL (NOT WORK-RELATED) - To own a pontoon and cabin on a lake
FAVE HISCHOOL CLASS - Math
BUCKET LIST - Parasailing
FUN FACT - I have a twin, yet we are more opposite than alike.
FUN FACT - I get called Ta more than Krista
FUN FACT - I STRONGLY dislike berries and bacon
HELPING YOU PROTECT YOUR BUSINESS, PLAN FOR GROWTH, AND SECURE YOUR FUTURE. CONTACT US TO GET STARTED!
1411 MILWAUKEE DRIVE
NEW HOLSTEIN, WI 53061
1251 SCHEURING RD, SUITE C
DE PERE, WI 54115
202 W COTTAGE GROVE RD, SUITE C
COTTAGE GROVE, WI 53527