I believe that one of life's greatest success stories are the relationships you build over the course of your life. Those relationships are built over time on the cornerstone of trust. I believe in working with my clients in the same way.
I have a passion for taking the time to understand the hopes and dreams of my clients. Whether your goal is to retire early, reduce taxes, educate your children, use insurance as protection or legacy considerations for those you cherish, I use a 5-step approach to offer customized solutions.
In an effort to bring simplicity to my clients' lives, I help consolidate their accounts and provide education, so they understand their financial strategy.
I meet with my clients in person, via phone or Zoom, whichever they prefer. I take my responsibility as your financial advisor very seriously.
My business continues to grow through my clients referring friends, family and business colleagues.
I am a proud native central Iowan, currently residing with my husband, Nick, our kids, Caroline and Charlie, and our sweet grandpa-dog, Norman, just outside the Des Moines metro. We enjoy being involved in our community, our schools and our church. Traveling, foster care and youth sports are passions in our family.
I look forward to partnering with you to help build and protect your financial future for you and your family.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Employee Stock Options
- Estate & Legacy Strategies
- Charitable Giving
My Personal Interests
- Spending Time with Family
- Community Outreach
Phone NumberKristi DeJoseph at (515) 285-6110
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