Kristi Wano is a Senior Vice President and Senior Wealth Advisor at SAGE Private Wealth Group, where she works closely with high-net-worth individuals, families, and business owners to develop customized strategies focused on strategic planning, business succession, and multigenerational wealth transfer. With over two decades of experience in private banking and wealth management, Kristi is recognized for her thoughtful guidance, deep industry insight, and long-standing client relationships.

She holds the Certified Exit Planning Advisor (CEPA) designation, enabling her to guide business owners through complex exit and transition planning with a holistic, value-driven approach. Prior to joining SAGE, Kristi held senior advisory roles at Calamos Wealth Management, BMO Private Bank, J.P. Morgan Private Bank, and Fifth Third Bank. Throughout her career, she has consistently demonstrated a talent for simplifying complex financial matters and delivering tailored solutions that align with her clients’ values and long-term goals.

In recognition of her professional achievements and community involvement, Kristi received the YWCA Woman of Distinction Award in 2001. She continues to give back through board service with CASA Kane County and the Waubonsee Community College Foundation, reflecting her commitment to advocacy and education.

Education

• Western Kentucky University, B.S. Business

Certifications & Licenses

• Series 65

Recognitions

• YWCA’s 2001 Woman of Distinction Award

Philanthropy

• Board member of the local chapter of CASA (Court Appointed Special Advocates)
• Board member at Waubonsee Community College Foundation

Fun Facts

• Proud alumna of Western Kentucky University and four-year collegiate letter winner in volleyball
• Passionate about mentoring women in finance and leadership
• Avid traveler with a love for exploring new cultures and cuisines