Our mission is to provide the individuals and families we serve with tested financial strategies, solutions, and planning that can provide financial clarity and security.

Krista cover picture smKrista 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. Furthermore, an assortment of cutting edge software programs are utilized in calculating and testing various scenarios in protecting against risks. 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

Email: [email protected]

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.

Email: [email protected]

 

jeoffJeoffrey JenkinsEnrolled 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