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.
As an Associate Director of Wealth Management at Choreo's Potomac, Maryland office, Krista is passionate about building meaningful relationships with her clients. She takes the time to truly understand their personal goals and aspirations, crafting thoughtful, tailored financial strategies to help them achieve lasting success.
With expertise in both investment management and comprehensive financial planning, Krista works closely with individuals, trusts, qualified retirement plans, and nonprofit organizations. Her deep experience in wealth advisory services allows her to guide clients through complex financial decisions with clarity and confidence.
Before joining Choreo, Krista spent five years at RSM U.S. Wealth Management. Prior to that, she worked as an Investment Associate at Vanguard, serving high-net-worth clients. As a CERTIFIED FINANCIAL PLANNER™, Krista is dedicated to upholding the highest standards in financial planning, providing her clients with guidance and personalized strategies to help them achieve their financial goals.
PROFESSIONAL AFFILIATIONS & CREDENTIALS
- CFP®
- Series 65
EDUCATION
- B.A. Economics, Winthrop University
