Krista Baumgardner
Associate Director, Wealth Management
Krista realizes the importance of connecting with clients; she wants to understand the client’s personal goals and objectives first, then determine how best to position the client to achieve those goals financially.
Krista is an Associate Director for Choreo’s Mid-Atlantic region. She has over five years of experience in providing Wealth Advisory services. As a financial planner, she focuses on both investment management and financial planning for individuals, trusts, qualified retirement plans and Non-Profit Organizations. Prior to Choreo & RSM, Krista served as an associate at the Vanguard Group in their High-Net-Worth department. Krista is a CERTIFIED FINANCIAL PLANNER™.
Krista enjoys running, listening to podcasts, and exploring the Washington DC culinary scene in her spare time.
PROFESSIONAL AFFILIATIONS AND CREDENTIALS
- CERTIFIED FINANCIAL PLANNER™
- Holds a Series 65 Security License
EDUCATION
- Winthrop University, BA in Economics
