Krista joined the firm in early 2020 with years of experience as a Client Service Associate in the financial industry. She currently holds the financial designation as a Financial Paraplanning Qualified Professional from the College of Financial Planning since 2017.
At the firm Krista is the first contact most Clients speak or follow up with and enjoys the Client interaction. She works as the Assistant for Patrick & Marc as she handles most of their operations and administrative work. Krista has helped the firm with developing and implementing new ideas, workflows, and technology procedures within the office. Most of these ideas are driven to build an exceptional Client Experience. Krista is working to transition her role to work with Clients on more of a consulting/relationship level.
Outside of work, Krista is married to her husband Josh. They are proud parents to their son Austin, who was born in 2019, and to their dog Luna that they rescued in 2011. They love doing all types of family activities on the weekends together. Krista also enjoys crafting, wine tastings, and cooking.
Orange Community College, Business Management 2015, Deans List
College of Financial Planning, FPQP, 2017