Cristee Coates joined the Be Wealth team in 2023, bringing over 25 years of invaluable experience in the Wealth Management industry. Her career, which began in 1988, has been marked by her deep expertise in tax planning and her dedication to helping small business owners. Cristee is also highly skilled in working with individuals and farm owners and operators, providing tailored financial strategies that meet their unique needs. As both a seasoned Wealth Manager and an experienced tax planner, Cristee's comprehensive knowledge and commitment to her clients make her an indispensable part of the team.
Born and raised in Greensburg, KS, Cristee graduated from Greensburg High School and attended graduated from the University of Kansas. Cristee enjoys spending time with her husband Doug, three daughters and many grandkids who live throughout the Midwest.
Licenses Held 6, 7, 63, 65