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