Krista Agee

Relationship Manager

Krista.Agee@bookendsfp.com

Krista Agee brings a friendly, welcoming touch to financial planning. Coming from a teaching background, she has been in this role for just a year but has already proven to be a rockstar. As a Relationship Manager, she focuses on strengthening client connections and making sure everyone feels at home with Bookends. 

Krista is known for bringing a level of enthusiasm and energy that far exceeds what was thought to be humanly possible. Her ability to connect with clients and excitement makes her an invaluable part of the team. She spends her free time with her husband and young son, and she’s always up for a Disney cruise or a new travel adventure.