Meet Krystle

 

Krystle is the Chief Operating Officer/ Associate Wealth Advisor of Yuma Investment Group Wealth Management and has been with the firm since 2008. Starting her career at Yuma Investment Group as a college intern, she quickly grew her drive and passion for the financial services industry. Krystle has served many roles over the years from Intern, Paraplanner, Chief Operating Officer to her current role, the Chief Operating Officer & Associate Wealth Advisor holding her Accredited Investment Fiduciary designation.

Along with the role of COO, Krystle also serves as the liaison to all qualified plans for the firm, assisting in reviewing plan options for businesses, to coordinating implementation of the plan and finally providing the ongoing service for those plans.

Growing up in Yuma, Krystle’s passions included 4-H, dance, swimming, and cheerleading. She attended Cibola High School where she graduated in 2004, then moved onto completing her associate degree at Arizona Western College. While attending the New Mexico Highlands University, she served as an ambassador for the school and earned her bachelor’s degree in business administration/finance. She later married her high school sweetheart, James and has two children. Krystle enjoys watching her children play sports and spending time with family.