As we assist clients with their financial planning, I get to learn what is most important to them about their families, jobs, hobbies, and more. This understanding really helps when we are looking at the big picture.
The Quick Hello
I’ve worked in this industry for almost 20 years, starting in the operations back office of a large brokerage firm. But I love interacting with clients and helping people, so I made the decision to start working with a team of advisors so that I could learn the skills needed to advance in the business. As part of Tschetter Group I get the privilege of helping our clients with their account service and financial planning needs. Every day brings new challenges and the opportunity to learn, which makes my job very rewarding and fulfilling.
Krista’s take on optimism To me, optimism is finding the light in any situation. As you encounter personal or financial situations throughout life, keeping your end goal in a positive light will keep you focused and keep the goal obtainable.
Series 7 Exam Series 66 License Insurance License CRPC (Chartered Retirement Planning Counselor) FPQP (Financial Paraplanner Qualified Professional)
College for Financial Planning
More About Krista
What excites me about the future That the possibilities are endless. When I started at entry level in this business, I set my goals high and worked hard to get where I am at today. I still have plenty of personal and professional achievements to attain, but I know that by keeping positive and staying focused, the possibilities are endless.
What I love about what I do I love getting to play a part in helping our clients on their journeys to reach their goals. As we assist clients with their financial planning, I get to learn what is most important to them about their families, jobs, hobbies, and more. This understanding really helps when we are looking at the big picture. When we can sense that someone may be a little uneasy about planning for the future and can reassure them that they’re on the right path and doing great—well, the look of relief and satisfaction on their faces makes what we do for them so rewarding.
I most admire My mom. She always put her family first and taught us the values of life and family.
At the end of my career, I want to be valued as For a great work ethic and my love of helping people succeed.
When I’m not working, you’ll find me Hiking or doing anything outdoors, or cooking and spending time with my family.
My personal motto All goals are attainable if you stay focused and take one day at a time.