As the Director of Client Services, Krista is on the front lines to help you on your financial journey. With an extensive background in Customer Service, she guides new families and individuals through the process while working towards their goal of climbing the financial ladder. She develops lasting relationships with our clients and strives to exceed their expectations.

Krista joined our team after a 10-year stint with Verizon Communications. She truly believes that FinanceCAPE is different and that our concierge service and approach is not like anything else clients may have experienced in the financial services industry. Krista’s extensive client services knowledge has given her the innate ability to know how best to deliver a message to a client, what may be of interest to them and how to make them smile.

Krista is a Florida native, born and raised in Hillsborough County. She enjoys all sports, specifically football and roots for the Tampa Bay Buccaneers and Florida State Seminoles. When she’s not in the office, Krista can be found spending time with her husband and daughter, Charleston.