Join Jeff as he sits down with Krista Warner, the Relationship Management Coordinator at Bellomo & Associates. Krista brings energy, heart, and a deep commitment to helping others. She focuses on building connections that serve as a bridge between the firm and the broader community. 

Krista plans professional networking events, Boot Camps, engaging client gatherings, and educational workshops. She’s detail-oriented, an excellent communicator, and above all, genuinely caring, which shines through in everything she does. 

Feel free to reach out to Krista at kwarner@bellomoassociates.com.

 

WHAT YOU NEED TO KNOW

(00:00 ) Episode introduction.

(02:23 ) Krista has worked as a medical assistant, a nursing assistant, and in hearing aid services.   

(06:30 ) Before being hired, Krista sat in on one of Jeff's boot camp presentations. She could tell he was speaking from the heart, and she had heard good things about the firm and the way team members are treated.  

(08:09 ) Primarily, Krista builds relationships with businesses in the community and plans events for clients, such as the weekly educational workshops and the fun Red Wagon Club Annual Picnic.

(10:02 ) U.S. News and World Reports regularly lists Lancaster, York, and several other Pennsylvania cities as some of the best places to retire in the United States. 

(11:33 ) Red Wagon Club members have access to our attorneys on a weekly basis through our Legal Hour. They also get documents updated any time laws change or a club member’s health or financial situation changes. It’s about making sure that the client’s estate plan is ready when needed.

(15:30 ) Jeff and Krista both attended Temple University. Jeff earned his Master of Laws in Taxation (LLM) and Krista earned a degree in kinesiology with a focus on public health.

(21:12 ) Krista’s email is kwarner@bellomoassociates.com. Feel free to contact her to discuss working together.

 

LINKS AND RESOURCES MENTIONED

Bellomo & Associates workshops:https://bellomoassociates.com/workshops/

• Life Care Planning
• The Three Secrets of Estate Planning
• Nuts & Bolts of Medicaid

For more information, call us at (717) 845-5390.

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WAYS TO WORK WITH JEFFREY BELLOMO

Contact Us:https://bellomoassociates.com/contact/

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