Aleda Kresge is an experienced financial advisor in Frisco, Colorado. She has spent over 27 years committed to helping business owners, executives and families pursue their financial goals and investment objectives.In 1990, Aleda earned her designation as a CERTIFIED FINANCIAL PLANNER™ from the International Board of Standards and Practices for Certified Financial Planners. This is one of the premier credential in the financial planning industry that requires her to abide by the Code of Ethics and Standards of Practice set forth by the board.
Aleda has distinguished herself in the industry by providing invaluable financial planning to include investment and asset management, tax and estate planning, business planning, college funding, legacy planning and wealth transfer techniques.
Prior to working in the financial services field, Aleda worked as a critical care nurse and a nurse practitioner from 1968 – 1989. She received a Bachelor of Science in nursing from Metro State College in Denver, Colorado with a minor in health care administration as well as completed her nurse practitioner certificate in 1980.
Aleda has lived in Summit County, Colorado since 1979. She has a daughter that she adopted from China in 1995. Robyn is pursuing her college career at Fort Lewis College in Durango, Colorado.
Aleda is extremely active in her community. She is on the Quality Assurance Board for St. Anthony’s Summit Medical Center, is a member of the Summit Rotary Club, is a board member of the finance committee for the Summit Community Care Clinic, helps with the annual 9Health Fair and participates in many of the non-profit events throughout the year. Her involvement over the years includes working with the Advocates for Victims of Assault in its early years, past chair of the Father Dyer United Methodist Church Finance Committee for 10 years and still participates in the kids’ programs at church. She was also a past board member for the Dillon Yacht Club and junior sailing program.
Outside of work, her passions include sailing, alpine skiing, biking, and hiking.
Email Ms. Kresge at firstname.lastname@example.org.
Krista Kirby, CFP®
Krista Kirby, CFP® has been serving families and small business owners as an independent financial advisor for ten years. She enjoys building long-term and multi-generational relationships with her clients. Her passion lies in comprehensive financial planning and tax strategies. She will use her experience, analytical skills and education to provide you with strategies and solutions to simplify your finances so that you can enjoy the important things in life.
Krista believes that time and money are the most important resources one has. Time you can never get back and money that you have worked so hard to save. Working in a fiduciary capacity she aims to be your trusted advisor and a steward of your resources.
Recently, she has joined the team at Affinity Wealth Management. “I am very excited to be part of a team where each team member has their own unique abilities, which will enable us to better serve our clients.”
Krista received a Bachelor of Science in Business Administration from the University of Nebraska, Lincoln. She earned her designation as a CERTIFIED FINANCIAL PLANNER™ Practitioner in 2012 from the International Board of Standards and Practices for Certified Financial Planners. This is one of the premier credentials in the financial planning industry that requires her to abide by the Code of Ethics and Standards of Practice set forth by the board. She also holds a life insurance license with a background in tax preparation and real estate property management. Krista is currently working on becoming certified with the Business Enterprise Institute to help business owners wanting to learn about exit planning strategies.
She has been involved with Toastmasters Public Speaking and the California and Colorado Society of CPAs. She has served as a member of the Public Relations Committee of the Financial Planning Association of Colorado and the Boulder Estate Planning Council. Krista is also a member of the Colorado Mountain Club.
Email Ms. Krista at email@example.com.