Kristi Scott

New Business Processor

team-member

Kristi Scott recently joined Bangerter Financial Services, Inc. in September of 2021 as the New Business Processor.

Kristi’s most recent experience in Business stems from almost seven years working as an Investment Research Business Analyst and the Head of Advisory Services at FolioDynamix / Envestnet.

In addition to her business experience, Kristi brings over 20 years of customer service experience to her role here at Bangerter Financial. Her skill set includes time management, great attention to detail, and meticulous organization skills.

Kristi is a California native, raised in the Bay Area, before moving to West Sacramento in 2007. She has a 15 year old son, Austin, who is the light of her life. When out of the office, you will probably catch her on the football field at her son’s high school. She also enjoys camping at the lake, wine tasting, and spending time with her amazing family and friends. Kristi is very much looking forward to getting to know you and assisting you on your financial journey.

916.965.1879

kristi@bangerterfinancial.com