Director of Client Services
Krista serves as the Director of Client Service at Scott Jones Financial where she is responsible for managing the firm’s day-to-day business affairs which includes delivering exceptional client service and implementing new business.
Krista’s 10 year case management career began at a successful Financial Marketing Organization where she worked with top financial advisors to process and place Life Insurance and Long Term Care (LTC) applications and policies. She has trained new and seasoned advisors and other team members on new processing platforms and has experience working with a multitude of Life and LTC carriers. She enjoys establishing long term client relationships and being an important part of helping them provide for their family’s financial wellbeing.
Krista attended the University of North Carolina at Charlotte where she studied Business Administration and Marketing, and she was a member of Zeta Tau Alpha Sorority. She graduated from Central Piedmont Community College with a degree in Applied Science, specializing in Residential and Commercial Interior Design.
Krista and her partner, Matt, live in Charlotte with their daughter, Ellie, two rescue dogs, Oskar, a Yorki, and Luna, a Siberian Husky, and cat, Milo. She enjoys spending time with her family, hiking, camping, reading, and crafting.