Putting Cli KRISTI MORROW NAVIGATES THE FINANCIAL WATERS By Christina Fuoco-Karasinski risti Morrow likens her job as a financial adviser to a puzzle. She and her partner in InReach Wealth Advisors, Jason Ayala, help clients make sense of their financial situation using pieces of their lives. “I like to do puzzles and play games in my free time,” Morrow says. “I take a million little pieces and see how they fit together. A lot of creativity goes into being a financial planner.” InReach Wealth Advisors is a comprehensive financial planning practice that works with individuals to help them create a plan for their short- and longterm financial goals. The team helps clients accumulate and preserve wealth, in addition to managing their emotions through the ups and downs of life and the market. A private wealth advisory practice of Ameriprise Financial Services LLC, InReach Wealth Advisors puts its clients first. Morrow and Ayala strive to understand what’s truly important to their clients through their Confident Retirement Approach. Confidence and financial control are the goals. Morrow, a Minnesota native who graduated from ASU with a marketing degree in 1998, began working in the field shortly thereafter, when she and Ayala’s company was part of American Express Financial Advisors. She left the field to raise her two daughters, Natalie, 16, and Emily, 13, but returned to work after eight years. 12
Kristi Morrow is a certified financial planner, accredited portfolio management adviser, certified divorce financial analyst and certified long-term care specialist. (Submitted photo)
AUGUST 2020 | SEPTEMBER 2020 NORTHVALLEYMAGAZINE.COM
