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Krista Heafner has a strong background in marketing and client management within the financial services industry. With experience in companies like Equitable, Bank of America Merchant Services, MassMutual Carolinas, MassMutual Greater Houston, and Northwestern Mutual, Krista has developed and implemented various marketing strategies to promote agency branding and drive success in target markets. Krista's expertise also extends to coaching and training new advisors, ensuring they establish a solid foundation in managing their practice. Krista holds a B.A. in Finance-Risk Management and Insurance from the University of North Carolina at Charlotte.