Kristi Acree is a Senior Managing Director with Vista Wealth Solutions and a comprehensive financial planner with more than 20 years of experience helping individuals, families, and business owners work toward their their financial goals through personalized guidance and thoughtful planning.

In addition to serving clients, Kristi is passionate about developing financial professionals and building high-performing teams. Her expertise spans financial planning, recruiting, advisor development, leadership growth, succession planning, and organizational expansion. She is recognized for cultivating strong cultures, mentoring future leaders, and helping others build meaningful and successful careers.

An active industry leader, Kristi currently serves as the U.S. President of the GAMA Global Advisory Council. She has also served on the FINSECA Board of Directors and served on both the Women in Financial Services Pennsylvania Board and the NAIFA Massachusetts Board. Kristi has spoken both nationally and internationally, published in multiple industry publications, and featured in leadership and advisor development training programs throughout the profession.

Kristi resides in Gilbertsville, Pennsylvania. In her free time, she enjoys spending time with family and friends, traveling, attending live music events, and creating memories that will last a lifetime. 

Education

Bloomsburg University of Pennsylvania (1998-2002)

Affiliations & Memberships

President of Management Association, SHRM, SIFE, Finesca, NAIFA Pennsylvania, WIFS

Community Involvement

Father Bill's and MainSpring - Donation Collection