Kristi Austin utilizes a consultative wealth management process that helps clients prioritize and pursue the goals that matter most.

More than 25 years of professional experience working with clients in the financial services industry, Kristi knows what it takes to achieve results.  Her passion is in building relationships with her clients by listening to understand their priorities and helping educate them on the various aspects of forming a sound, secure and personalized financial strategy.  Using a disciplined process to understand each client’s financial situation and goals, she creates long term strategies that are measurable and helps them manage their wealth and achieve success together.  Kristi earned her undergraduate degree in Finance and Marketing from the University of Wisconsin at Madison.

Kristi’s value system emphasizing respect, integrity, trust, commitment to people and life was instilled by her parents, both military personnel.  These beliefs have shaped her personality and motivate her both personally and professionally.  Kristi volunteers in her local community in a variety of projects, in addition to supporting organizations like Friends of UW Hospital, University of Wisconsin Athletics and the American Family Insurance Championship.

Unique Accomplishments

-Played four years for the Women’s Basketball team at the University of Wisconsin

-Completed the New York City Marathon

-Trained with her husband for the IRONMAN Triathlon Competition.

Kristi and her husband, Steve, live in Middleton and are the proud parents of their son, Derek, who is a Police Officer at the University of Wisconsin.  A former UW basketball player, Kristi remains involved in the school’s athletic program, through the National W Club, where she served as President in 2012.  Kristi is also a competitive golfer, excelling at the sport since childhood.  She continues to play regularly and loves the game.