Our Team

What To Expect As A Client

Knowledgeable, friendly, and courteous assistance!  Guided by your investment objectives, you can expect to be educated on how to obtain and maintain a secure retirement by investing wisely, reducing your taxes, and passing your estate on in the most cost-effective, tax- free way possible.

Krista McBeath

PRESIDENT • INVESTMENT ADVISOR REPRESENTATIVE

Krista has been assisting clients with their insurance needs for over a decade. A graduate of Illinois State University, she double majored with her focus of study on Insurance and Business Administration.

Krista is a member of the National Association of Insurance and Financial Advisors,The National Ethics Association, National Association of Tax Preparers, as well as a 4 time qualifying member of the Million Dollar Round Table. In addition, she has successfully completed courses and examination for the Financial Industry Regulatory Authority (FINRA) series 65, Investment Advisor Representative. Currently, Krista is working toward completion of her Chartered Financial Consultant (ChFC) designation. Mrs. McBeath resides in Bloomington with her husband Robert .

Phone: (309) 808-2224

Email: Krista@McBeathTax.com

Deana Lopez

Administrative Assistant

Deana joined our firm in the fall of 2010 and has been a great addition to our practice. Our clients have quickly learned that they can depend on Deana for outstanding service. Deana resides in Bloomington with her son Cash.

Phone: (309) 808-2224

Email: Deana@McBeathTax.com

Jeoffrey Jenkins

Tax Preparer

Jeoff has been with our company since 2007. His formal education is in Management and Business Administration, but he has been preparing tax returns professionally for almost 10 years. He is a retired Police Officer and Sergeant from the Northwest suburbs of Chicago.

Jeoff and his wife Sandy reside in Lexington and have six grown children and 10 grandchildren. In addition he stays busy with his own tax practice and teaching an Ethics course. He keeps regular office hours during tax season and is always available in the off season by appointment.

Phone: (309) 808-2224