Tracie Krist

Tracie started her career in the finance industry in November 2000, as a bank teller then shortly after became a personal banker. In 2012, her role was split between personal banker and investment assistant. In 2018, Tracie’s career path changed again when she became a full-time investment assistant. She works closely with clients to answer any questions they may have and set appointments. She helps set up online access for clients and answers any questions not directly related to their investments.

Tracie and her husband, Dan, live in Sister Bay, Wisconsin. Their daughter, Tori, and son-in-law, Jake, gave Tracie and Dan the most amazing grandson, Kahlin. Tracie feels blessed to have her wonderful family.

In her spare time, Tracie loves hiking throughout the region’s great state parks.