McBeath Financial Group announces that, in recognition of her dedication, leadership, and growing role within the firm, Julie Karstens has joined the ownership team as a shareholder. This meaningful step forward supports the firm’s long-term growth, stability, leadership development, and continued commitment to client-focused service and continuity.
For Official News Release April 10th, 2025 from Krista McBeath, the President of McBeath Financial Group
We are excited to share some important news regarding one of our team members, Julie Karstens.
When Julie joined our firm, we did so with great hope and high expectations. We hired her with a dream—a vision for the future—not a promise, but a possibility. From the beginning, Julie embraced this vision and has worked tirelessly to serve our clients and support the firm’s goals. Over the past 3½ years, she has demonstrated an exceptional work ethic, strong leadership skills, and a dedication that has made a lasting impact.
Over the last year especially, we have had the opportunity to engage in meaningful conversations with Julie about her future and the future of the company. She has consistently gone above and beyond in her role, contributing her time, insight, and energy to support our team and our clients in remarkable ways. Her commitment has not gone unnoticed.
As part of a long-term succession and continuity plan for our firm, we have been working toward a meaningful next step. We are pleased to announce that Julie has been offered and accepted a minority shareholder interest in the company. This is a reflection of the confidence we have in her continued contributions and the trust we have built together over time.
This is an exciting milestone, and we extend our heartfelt congratulations to Julie on this well-deserved achievement.
This change does not alter the current ownership structure, operational leadership, or strategic direction of the firm. Krista and Robert McBeath remain the majority owners and continue to lead and oversee the company. While Julie’s shareholder interest is a non-controlling stake, it represents the first step of her continuing leadership growth and increasing influence toward our shared long-term vision for succession and continuity—one that prioritizes stability and service to our clients above all.
Please join us in congratulating Julie on this meaningful step forward. We’re excited for what lies ahead and grateful to have her as part of the leadership path we are shaping for the future.
Krista & Robert McBeath
McBeath Financial Group is a team of dedicated financial professionals collaborating to provide comprehensive wealth management, financial planning, and investment strategies. Our advisors and support staff work together to help clients grow and preserve their wealth, sustain a comfortable lifestyle, and leave a lasting legacy.
The McBeath Financial Group team utilizes advanced tools for in-depth calculations that analyze tax and retirement scenarios to help their clients avoid a future tax time-bomb. Whether this means enjoying more of your hard-earned money in retirement or passing along assets to loved ones with less tax burden, planning makes the difference.
