Kristi Storey

Kristi Storey is a Senior Associate at Choreo, based in Des Moines, IA, where she focuses on providing comprehensive wealth management and financial advisory services primarily for individual clients, families, and business owners. In her role with Choreo, she supports the delivery of tailored investment strategies and planning solutions, leveraging the firm’s expertise across a broad spectrum of financial assets and retirement planning.

Prior to joining Choreo, Kristi served as a Relationship Manager at Principal Financial Group, where she gained significant experience in client relationship management and financial services. Her background includes a strong track record in building and nurturing client relationships, particularly within the retirement planning and wealth management sectors. She has provided strategic guidance on investment portfolios covering equities, fixed income, and alternative asset classes.

Kristi earned her Bachelor of Arts in Education from the University of Iowa, equipping her with strong communication and analytical skills. Her commitment to financial education and client advocacy has contributed to her reputation as a trusted advisor in the investment community. Kristi’s expertise lies in retirement solutions, asset allocation, and developing personalized investment strategies for diverse client needs.