Your Wealth Team

Kristi has been an investment advisor representative in the Everett Office since 2007. She currently holds the Certified Financial Planning® credentials and also works as a CPA for our affiliate accounting firm, Bauer Evans, Inc. P.S. She enjoys her involvement in the community serving as treasurer and board member for the Community Foundation of Snohomish County and also as a board member for Mountain Pacific Bank. Kristi lives in Lake Stevens with her husband, Dylan. Together, they have a two young children and an English Springer Spaniel.