About McBeath Financial Group

Krista founded McBeath Financial Group in 2008 with a vision for a relationship-driven, holistic planning experience that puts families first. She began her career after earning a BS in Insurance and Business Administration from Illinois State University, starting in the insurance field and later expanding into tax preparation, where she gained a deeper understanding of how everyday financial decisions affect long-term goals.

As her work evolved, Krista moved into investment and tax-efficient strategies, blending these disciplines into the coordinated approach she leads with today. She is a fiduciary Investment Advisor with the Series 65 license and holds the Chartered Financial Consultant (ChFC®) designation.

Krista is deeply committed to the Bloomington Normal community. She is a member of the Eastview Christian Church family, volunteering as a Jr. High Small Group Leader.  In addition she is a supporter and volunteer at Cornerstone Christian Academy. Mrs. McBeath resides in Bloomington with her husband Robert and daughter, Jillian.

Julie has a passion for financial planning and helping people. She has worked in wealth management for over a decade, including eight years of trust administration at a local bank.

Julie understands the importance of education and is always striving to learn more. She is an honor graduate from Cannon Financial Institute and  she graduated from Illinois State University with a degree in Finance and an emphasis on Financial Planning. She proudly earned her CERTIFIED FINANCIAL PLANNER™ designation in 2023.

In 2025, Julie's commitment and leadership within McBeath Financial Group was recognized as she became a shareholder.  Learn more about Julie and how she continues to shape the future of McBeath Financial Group.

Julie’s love and devotion to her family is evident after your first conversation with her. She resides in Normal with her husband, Adam, and children, Stella, Grace, and Braxton. She is a member of Eastview Christian Church and leads a Church small group with her husband.

Lauren joined our office in 2019 as our Financial Services Assistant. Her previous experience working in a financial services office has allowed her to adapt quickly to this role. She will help us continue to take excellent care of our clients. Lauren’s primary role includes helping with new account paperwork, servicing client needs, communications, etc. She is excited to continue to grow with the company and has recently earned her state of Illinois insurance license.

Lauren was born and raised in Normal; she attended Normal West High School. She lives in town with husband Trevor and two daughters, Adelyn and Leighton. She enjoys hiking with her husband, daughters and two dogs, doing home improvement projects, and spending quality time with her family.

Zack brings a robust background to our team, having been a highly regarded member of the wealth management team at a prominent Bloomington Normal regional bank for nearly a decade. As a CERTIFIED FINANCIAL PLANNER™, Zack's commitment to his clients' financial goals is evident in his personalized advice, comprehensive planning, and his depth of expertise in various areas of wealth management.

Zack began his financial services career in 2013 and earned his prestigious CERTIFIED FINANCIAL PLANNER™ certification in 2019. Demonstrating his dedication to continuous learning and professional development, he also achieved the designation of Registered Social Security Analyst® in 2023.

A proud alumnus of DePaul University in Chicago, Zack's credentials extend beyond his academic and professional achievements. He is a devoted husband to Jenna and a loving father to their children, Bennett and Grace. Zack and his family are active contributors to their local community in Normal, IL, where they volunteer with their church and several local charities, including Home Sweet Home Ministries and Midwest Food Bank.

Ian joined our team after four years in the commodities trading industry, where he supported brokers with trade execution, position management, and client communications. That experience built a strong foundation in accuracy, organization, and client service, which he now applies in assisting our financial planning team and preparing to support client portfolio trades.

He earned his bachelor’s degree in finance with a minor in Economics from Illinois State University after completing studies at Heartland Community College.

Ian and his wife, McKenna, were married earlier this year (2025) and now make their home in Bloomington, where they are active in their church community. Away from the office, he enjoys golf, fitness, and following both college and professional sports.

Nathan joined McBeath Financial Group in 2025 after graduating from Illinois State University with a degree in Finance and a minor in Financial Planning. During his time at ISU, he assisted with projects to improve financial literacy for students, including developing post-graduation budgeting plans and presenting on investment basics. He also became a Certified Financial Peer Mentor, further strengthening his skills in financial education and client communication.

Originally from Yorkville, Illinois, Nathan now resides in Bloomington. Outside of work, he enjoys running with his husky, Togo, and recently achieved a milestone by qualifying for the Boston Marathon.

Adam brings a background in engineering and process improvement, along with a natural ability to analyze challenges, solve problems, and keep complex systems organized. His attention to detail, collaborative nature, and focus on continuous improvement make him well suited to a role that touches nearly every area of the firm.

Adam oversees a broad range of day-to-day operational responsibilities, including compliance, human resources, technology, business systems, and general office administration. He believes strong operations are built on clear communication, consistency, and a commitment to excellence. His aptitude for leadership, positive attitude, intelligence, and thoughtful approach help provide the strong operational foundation our team relies on to serve clients today and support the firm as it continues to grow.

Outside of work, Adam enjoys fishing, hunting, home improvement and outdoor projects, and spending time with his wife, Julie, and their three children. An active member of his church, Adam's faith is an important part of his life and guides the way he approaches his family, work, and relationships.

Kyleigh brings more than four years of wealth management experience to our team, with a strong background as a wealth advisor guiding clients in investment management and retirement planning.

Her experience includes working with clients across a variety of financial situations while coordinating with investment, trust, and financial planning professionals to help address their individual needs. She enjoys getting to know clients personally and helping them navigate complex financial decisions with care, clarity, and a practical plan.

Kyleigh graduated from Illinois State University with a bachelor's degree in Business Administration and a minor in Financial Planning. While at ISU, she was active in Women in Business, where she participated in professional development and volunteer opportunities. She earned her CERTIFIED FINANCIAL PLANNER® certification in December 2025.

Originally from Batavia, Illinois, Kyleigh and her husband, Jeremy, happily live in Lexington with their two cats. Outside of work, Kyleigh enjoys reading, scrapbooking, home improvement and interior design projects, and staying active through strength training, running, hiking, and local group fitness classes. She also loves spending time with family and friends, whether trying a new restaurant, playing board games, or enjoying the outdoors.

As Krista's husband, Robert has had a strong influence on the inception and growth of the company. With over twenty-five years of experience as an entrepreneur and business owner, his background in small business operations and leadership contribute to the organization's stability and success. As McBeath Financial Group has grown, so has his role behind the scenes in collaborating on goal-driven growth strategies and system development. His responsibilities include strategic marketing systems, accounting functions and more.

Robert is a licensed insurance agent for the state of Illinois as well as an Investment Advisor Representative.