2320 14th Avenue SE,
PO Box 968,
I work with an extensive network of professionals, from my internal team of advisors to external partners, such as attorneys, CPAs, and other groups. Through my network and relationships for over 40 years, I have access to a number of resources, tools and market research to help me better serve my clients. My guiding principles as a firm are: live a full life, work diligently and give generously.
Meet our team:
I have been helping clients pursue their lifestyle dreams for more than four decades. It has been an honor, a privilege and my passion to work for my clients. They are family to me.
Operations / Client Relations
From the firm’s operations to client relationships to marketing, I manage a number of tasks at the Krpalek Financial Services office. Beyond building strong relationships with clients, I help create client newsletters, plan...
As the newest addition to the Krpalek Team, I have jumped into the financial services world and have taken on the responsibility of day to day operations and client relations with much joy and exuberance. I bring many years of customer...
Linda Batten is one of our Operations / Client Relations assistants at Krpalek Financial Services. Assisting with compliance and operations, I've helped keep the firm running smoothly and ensure all client requests and needs are...
Technology / Client Relations
As the resident Technology Wizard, I have excelled at assisting clients with their online access at our various financial reporting tools available to our clients through Krpalek Financial Services. I am continually learning and...