As former Vice President of HUB Financial, Kerry has a wealth of technical background in the financial services industry which has been created on a foundation of trust, relationship building and strong ethics. Krista’s extensive history of 30+ years in the communication, sales and marketing field has imprinted the importance of helping individuals reach their goals in a manner that is collaborative, positive and resourceful. Together our team approach creates a sense of assurance, professionalism and skill, all being offered in a caring, considerate manner.
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As Certified Executor Advisors, we work with a team of specialists to help clients realign their financial expenditures to protect what matters most in the areas of estate, wealth and financial planning.