Kris Westergaard, CFP®

Kris Westergaard, CFP®

Financial Advisor

Phone: (712) 224-2914 Toll Free: (877) 221-2914
E-mail:
 

Kris joined the financial services industry in 2002.  He was inspired to help others pursue financial goals during his academic career at the University of Colorado where he earned a B.S. degree double majoring in finance and marketing.

Kris grew up in rural Sloan, Iowa on the family farm where he was taught small town midwestern values.  Face to face business meetings is what he was exposed to early and is still what he enjoys doing with his clients.

Kris brings a holistic view to each relationship, taking each individual's "big picture" into consideration. He regards each client relationship as a "long-term comittment."  This "long-term commitment" often grows into the next generation.  Working with a client's attorney, he can help with issues surrounding estate planning while customizing investments that may become a lasting legacy to client's loved ones.  He believes investment relationships are partnerships where personalized strategies, education, and honesty guides the decision making process.  He believes there is no better complement than a referral.

Kris and his son, Sean, currently reside in Sloan, Iowa.  When he's not working, Kris enjoys travelling and coaching his son's athletic teams.  He also helps manage the family farms in Sloan, Whiting, and Onawa.