Krystal serves as Operations Manager at Kincaid Financial Advisors. She has worked with John for over 8 years and is responsible for the oversight and execution of day-to-day operations of the firm as well as delivering on firmwide initiatives for development of processes in direct support of the accelerated growth of Kincaid Financial Advisors.
Her responsibilities include supervision of client services such as account maintenance, asset transfers, trading and portfolio rebalancing, running financial plans and much more. Her love of learning new things and desire to exceed client expectations keep her motivated and both her colleagues and the firm’s clients appreciate her resourcefulness, efficiency, and hard work. Krystal is looking forward to acquiring her license so that she can one day provide financial planning services to the public.
When she’s not at work, Krystal loves spending time with her husband, teenage son and new baby boy. On the rare occasion she has time for anything else, you will find her working on their family ranch, camping or reading.