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Krista Bergman

Senior Client Service Associate

Hudson, WI

Krista Bergman is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s wealth management team providing an elevated service experience for clients. Her duties include processing new applications, account administration, processing account paperwork, and communicating with clients to provide the highest levels of service. Outside of the office, Krista enjoys spending time with her family and friends, hiking, gardening, and cooking.