Krista brings over 17 years of experience in wealth management and financial services to her role as Relationship Manager.
Currently, Krista is responsible for the efficient administration of trust and investment management accounts for our high-net-worth clients. She provides expert advice and counsel to our clients and administers accounts in a manner that ensures compliance with legal requirements and business policies and procedures.
Her goal is to allow clients to focus on what is important to them by reducing the burden of making financial decisions independently. Krista cherishes every opportunity to connect with clients and build a long-term client relationship.
Krista is currently enrolled at the, Cannon Financial Institute Trust School and is working to obtain her Certified Trust and Financial Advisor (CTFA) designation.
Krista is a Southern California native, and currently resides in Virginia. Her husband is active-duty Air Force, and this has allowed them to travel all over the world. They have two beautiful girls who are competitive gymnasts and swimmers. They love to travel, spend time at competitions and go to the beach.