Krista M. Rutz, CFP®
Client Advisor
Krista M. Rutz, is a client advisor at JFG Family Office, where she partners with individuals and families to develop and implement comprehensive wealth management strategies. She works with clients on investment management, financial planning, estate planning, tax planning coordination, philanthropy, and family governance, while collaborating closely with their attorneys, accountants, and other trusted advisors.
Prior to joining JFG Family Office in 2021, Krista spent more than eight years in private wealth management, holding investment management and client advisory roles at BOK Financial and First Western Trust. Her experience includes portfolio management, trust and estate administration, and advising high-net-worth families.
Krista earned her Bachelor of Science in Business Administration with an emphasis in Finance and a Certificate in Operations Management from the University of Colorado Boulder. She is a CERTIFIED FINANCIAL PLANNER® professional and serves on the advisory board for the Young Americans Center for Financial Education.
A Colorado native, Krista enjoys spending her free time in the mountains hiking, fly fishing, skiing, and horseback riding.