Philosophy:  When I first met Annie, I knew very little about financial planning or investing, but I was certain of one thing: I have always had a strong desire to help people achieve their goals. I believe that financial success looks different for everyone, and that thoughtful planning can provide clarity, confidence, and direction at every stage of life.
 

As a Financial Advisor, my role has evolved from supporting our clients behind the scenes to actively partnering with them in shaping their financial futures. I am committed to understanding each client’s unique priorities and helping them pursue their goals through personalized guidance, clear communication, and disciplined planning.
 

Together as a team, we are dedicated to building long-term relationships rooted in trust, accessibility, and service. By working closely with our clients and collaborating with one another, we strive to provide a thoughtful, supportive experience that helps clients navigate decisions and pursue their financial goals with confidence.

What I've Learned:  One can be financially successful with planning, hard work, and attention to detail! 
 
Best Financial Advice Ever Received:     Live within your means and start saving for retirement as early as you can. Differentiating between "wants" and "needs" and living within a set budget is crucial. If you are not content with your current means, work harder to get to where you want to be.
 
Personality in Three Words:    Diligent, Reliable, Loyal.
 
What's on my Nightstand:   Enlightenment Now: The Case for Reason, Science, Humanism, and Progress by Steven Pinker.

If I Weren't Doing This, I'd Be:  A Primatologist. 
 
Interests Outside of the Office: I have a passion for cooking, and enjoy trying new and interesting recipes.  I am an avid reader, and enjoy reading Anthropological research. When I'm not curled up with a good book, I am a die-hard New York Yankees, and Green Bay Packers fan.  I enjoy traveling to games when possible. When I’m not in the office, I enjoy spending time with my miniature horse, Twist. I also enjoy CrossFit, running, and participating in obstacle course racing events.

Background: Krysta joined Raymond James in 2015 to pursue a career in the financial services industry, driven by a strong interest in helping individuals and families navigate complex financial decisions. Over the years, she has taken on increasing responsibility within the firm and now serves as both Chief Operating Officer and Financial Advisor.

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In her advisory role, Krysta works closely with Annie and clients to assist with the design, implementation, and ongoing refinement of comprehensive financial plans. She is committed to providing thoughtful guidance, clear communication, and responsive service as clients pursue their long-term financial goals.

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As Chief Operating Officer, Krysta oversees the firm’s day-to-day operations, strategic planning, and business development, with a strong focus on enhancing both the client and employee experience. She is dedicated to streamlining operational processes while ensuring that each client’s individual needs remain at the center of the firm’s work.

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Krysta holds a Bachelor of Arts in Anthropology from the University of North Florida (2010) and a Master of Business Administration in Accounting and Finance from Florida Institute of Technology (2019). She is Series 7 and Series 66 licensed, is currently pursuing a Master of Arts degree in World History and Politics at Rutgers University, and is actively working through the education program toward earning the Chartered Financial Analyst (CFA) designation.