Khrista Wood, CLTC®
CLIENT RELATIONSHIP MANAGER
Khrista brings uncompromised commitment to her role of supervising client services and operations. With more than 25 years of experience in the financial industry, she began her career at Bank of America and then moved into operations with Joel in 1995. She holds Series 7 and 63 securities licenses, a North Carolina life and health insurance license, and her certificate for Long Term Care Insurance, giving her the ability to help ensure clients receive quality service from a knowledgeable investment professional. When she’s not working with clients, Khrista enjoys spending time with her children, Colin and Barret.