An Introduction
Krystal has been with our team for over ten years. As an Account Specialist, she prepares much of the analysis and reporting our advisers rely on when reviewing client situations and supporting comprehensive financial planning. Her attention to detail plays an essential role in delivering high-quality financial guidance to our clients.
She also serves as a key point of contact for service-related requests, leveraging her extensive experience to ensure client needs are handled efficiently and accurately.
Her expertise and broad industry knowledge, supported by a degree in finance with an emphasis in financial planning, enable her to address a wide range of client inquiries while consistently delivering exceptional service.
Krystal and her husband, Jeff, reside in North Mankato with their son and daughter. They enjoy spending time together as a family and staying active through athletics, including CrossFit competitions, hiking, mountain biking, and participating in local softball and volleyball leagues.
Degrees & Credentials
- BS Minnesota State University, Mankato
- Notary Public
