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Kristi is a Senior Advisor in Private Client Services at First National Bank Wealth Management. She strives to build lasting relationships with her clients so they feel they can trust us to help them reach their financial goals no matter what stage of life they’re in. Kristi focuses on financial and estate planning as well as administration of Trusts, IRAs, Investment Management Accounts, Agencies, Foundations and Endowments.
Kristi joined First National Bank in 2009 and has worked in the financial services industry for 15 years with 9 years in Wealth Management. Kristi earned her Bachelor of Science in Business Administration with a focus in Marketing/Management and a minor in Economics from Midland Lutheran College.
Outside of work Kristi loves spending time outdoors with her family whether it's camping, hiking, boating, fishing or taking walks down to the river on their acreage. Kristi and her husband have two young children. When she is able to get “adult time,” she enjoys visiting local wineries and breweries.
Kristi takes pride in balancing her roles as wife, mom, working woman and still finds time to give back to her community by serving as Vice Chair on the Board of Directors of the Fremont Area United Way. She can also be found at various community events whenever the opportunity arises.
We have the ability to help give clients financial peace of mind. We can help manage that burden and free them up to focus on their passions.
Investment products are: Not a Deposit • Not FDIC Insured • Not Insured by any Federal Government Agency • Not Guaranteed by the Bank • May Go Down in Value
Banking products and services provided through First National Bank of Omaha