Krista | Client Service Director | Spectrum Financial Partners

Krista Morgenthaler

Director of Client Services

Krista is all-around awesome. (We’re not biased, we swear.) Krista is a kind and genuine human and a skilled listener and problem-solver who knows how to support people in ways that matter to them. She loves connecting with clients, making her the perfect person to keep the Spectrum boat afloat. Full disclosure: she likes real boats, too.

Before joining Spectrum, Krista served as the office coordinator for an optometry practice. She joined the Spectrum team in 2015 and in 2018 became the director of client services because Eric is wise enough to know a great human when he connects with one. Krista holds FINRA Series 6 and 63 securities registrations and a Washington state life, disability, and long-term care license. She also supports clients, keeps the office organized, and handles applications, paperwork, money transfers, and more. If you have a question, Krista is your go-to. In fact, she’s something of a wizard who either knows the answers to your questions or can find them for you.

Born and raised in Anacortes, Krista has no desire to live anywhere else. Being on the water is her happy place—and she’s all about fishing for whatever is in season. If you’re into photos, ask to see her latest catch or the magical orcas hanging out near the stern of her boat. Krista isn’t the only one in her family that loves the water. Her husband, Andy, and their two daughters enjoy water skis, kneeboards, and anything else that floats. Weeknights are spent supporting her daughters' high school sports teams, and during spring, Krista helps coach sprints and hurdles for the Anacortes High School track team alongside her former track coach.

In the way back machine: Krista is still the record holder for the 100M hurdles at her high school.

Give Krista a shout … she’ll make sure your Spectrum experience is positive and supported.