Hi, I’m Krista Winograd, a CFP® and professional paraplanner in Minnesota. My Kolbe A™ test back in 2002 was right. I find the most satisfaction in establishing priorities for carrying out plans that are precise and efficient. I was off the charts in the Justify (Red) and Organize (Blue) categories.

I’ve always enjoyed fiduciary financial planning, and the seven years I spent with my first fee-only firm taught me the intricate details involved in managing portfolios, account servicing, transfers, record keeping software, trading, and compliance.  From there I worked at a second firm for 11 years where I learned how to craft a personalized plan, explain it to clients, implement it, make investment recommendations, and help manage the relationships while also helping to manage the practice.

I respect that each advisor does things differently.  I take detailed notes to document processes, constantly look to improve, and I’m never afraid to ask an obvious question! I’d love to get to know you and your firm and discover how I might help you out.