Philosophy:  When I first met Annie, I knew very little about financial planning or investing. I knew that I have always had a desire to help other people achieve their goals, and that we all have an innate desire to be financially successful. Working here, I believe that I am helping make a difference in the lives of our clients. My goal is to assist our clients with pursuing their goals, by providing friendly and efficient service. As a team, each of us are dedicated to building and maintaining relationships with our clients, and working with them to pursue their goals. 

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, and my miniature cow, Moolan. 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 industry.   As the Chief Operating Office, Krysta wears many hats. She provides support to Annie and to clients on a daily basis.  She works closely with Annie and our clients to assist with the design, implementation, and updates to financial plans. Krysta oversees operations and management of the office, including strategic planning and development with a strong commitment to improving both client and employee experience. Krysta focuses on streamlining our business operations process while maintaining focus on customer's individual needs. Krysta obtained a Bachelor of Arts degree in Anthropology from the University of North Florida, and a Master of Business Administration  in Accounting & Finance from Florida Institute of Technology, and is Series 7 and Series 66 licensed.