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Krista Thompson

CPA

Sr. Financial Planning Associate

Krista Thompson

CPA

Sr. Financial Planning Associate

Biography

Krista joined Plancorp in 2018 after spending eight years in public accounting, first at Abeles and Hoffman and then Brown Smith Wallace. After her time working in tax, Krista was excited about the prospect of moving from a compliance role to an advisor role. She really enjoys building relationships with clients, especially finding ways to help them reach their financial life goals.

Outside of the office, Krista enjoys spending time with her husband, Scott, and young son, Will. They can be found hiking or biking on most nice weekends. Krista also loves baseball and basketball, especially the St. Louis Cardinals.

Community Involvement
  • Association for Corporate Growth’s (ACG) Emerging Leaders Board
Education
  • Lindenwood University, B.A. in Accounting and B.A. in Finance

Insights

Are Your Retirement Plan Fees "Prudent and Reasonable"?

In 2006, Jerry Schlichter, a St. Louis plaintiff lawyer, began suing 401(k) fiduciaries.  His contention was that retirement plan fiduciaries were not properly overseeing their plans – particularly the duty to make sure fees were “prudent and reasonable.” 

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What You Need to Know about Estate Planning

Developing and executing an estate plan is rarely at the top of anyone’s to-do list, but it’s one of the most important pieces of anyone’s financial plan. And by anyone, yes, that includes you!

Regardless of how you feel about the amount of assets you have or whether or not you think estate plans are only for really rich people, the fact is you need one to protect you, your family, and your stuff.

Estate planning is a process designed to help you manage and preserve your assets during your lifetime. Estate plans also conserve and control the distribution of your assets after your death in a way that aligns with your goals and objectives.

Here’s how to tackle this topic and what you need to do to get your own plan in order.

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Daniel Lee Wins UC Berkeley Teacher of the Year Award

Congratulations to Daniel Lee on receiving the UC Berkeley Extension “Tim Kochis Award for Teaching Excellence.” Daniel, the lead wealth manager of our Bay Area office, teaches several Financial Planning classes and also serves on the school’s advisory board.

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