Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that can provide financial clarity and security.
Krista McBeath, ChFC®
President • Investment Advisor Representative
Krista McBeath is the founder and President of McBeath Financial Group. Krista believes that communication and interaction with her clients on a regular basis is key to understanding their financial planning needs and assisting them in realizing their dreams and aspirations. The firm covers all areas of financial management, from investment and retirement planning to risk management, strategic income planning and estate conservation. Krista believes that at the nucleus of a successful retirement plan must be a comprehensive and cohesive financial strategy. This strategy must be tailor-made to fit each individual’s unique needs, thus enabling it to meet both short and long-term objectives. Each client is given watchful attention, monitoring their progress and making adjustments as necessary for changing economic climate.
Krista is a member of the National Association of Insurance and Financial Advisors, The National Ethics Association, National Association of Fixed Annuities, National Association of Tax Preparers, as well as a Court of the Table member for the Million Dollar Round Table. Krista also is proud to have earned the designation of Chartered Financial Consultant (ChFC®) in 2015. Mrs. McBeath resides in Bloomington with her husband Robert and daughter Jillian.
Phone: (309) 808-2224
Jen Kennedy, Client Relations Manager
Jen’s most visible role is working as our Customer Relations Manager welcoming our clients and visitors coming to our office. She is involved in many facets of the business including regular communication with our clients, office operations and policy service. In 2014, Jen completed her examinations and became licensed to offer Life and Health Insurance. She continues to grow in her responsibilities and knowledge of our operations.
Jen’s formal education is a Bachelor’s of Science in Operations and Information Management; however, she has 4 years of experience working in financial services on Wall Street. She resides in Normal with her daughter Sydni.
Carol Ambler, Executive Assistant
Carol joined our office in early 2017. She will work and grow in many facets of our organization. In addition to working closely with Krista, she will also assist our clients with their service needs. She will help manage the office by scheduling appointments, answering incoming calls, servicing our clients, and being attentive to their needs when they are in our office.
Carol’s formal education is a Master of Science and Bachelor of Science in Business Education from Eastern Illinois University. Her background is administration and human resources from the manufacturing industry and educational arena. She resides in Bloomington with her husband Ben and daughter Brittany.
Jeoffrey Jenkins, Enrolled Agent
Jeoff has been with McBeath Tax and Financial Services, LLC since 2007. His formal education is in Management and Business Administration, but he has been preparing tax returns professionally for over 10 years. He is a retired Police Officer and Sergeant from the Northwest suburbs of Chicago. Jeoff dedicates a lot of time to our clients during the regular tax season, while also taking care of his personal tax clientele.
Jeoff and his wife Phyllis reside in Lexington and have six children and 14 grandchildren. In addition to staying busy with his own tax practice, he teaches college Ethics courses.
Phone: (309) 808-2224
Lynn Harris, Administrative Assistant
Lynn’s customer service and administrative background comes from the telecommunications industry, where she began working while still attending college. Lynn answers and routes the incoming calls, helps maintain our busy office calendar, handles the mail, and makes sure everyone who comes to the office feels welcome. Lynn and her husband Rick live in Normal. They have two daughters, Alanna and Miranda.