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Krista C. Brennan

Krista C. Brennan

Client Services Associate, Operations Manager

401-691-4134

401-739-9129

kbrennan@bwealthmgt.com

Krista started working with Chris Beaulieu in March 2021.  Krista is a dedicated member of the team and safeguards the smooth operation of the business.  Her role as Client Services Associate, Operations Manager is to skillfully manage administrative duties and client relations providing friendly and efficient client service transactions.

Before starting with Chris, she was with Independence Financial Partners.  She started with the company as the Front Office Secretary and worked her way to become the Firm Administrator. 

Began her career in the insurance industry working for MetLife back in 2001.  Since that time, she has gained valuable insight and knowledge in the profession working with various general agencies and insurance companies. She is Series 6 licensed in Rhode Island and is licensed in Rhode Island and Massachusetts for Life Insurance, Property and Casualty and is also a Notary Public.

Krista lives in West Warwick, Rhode Island.  When not at work she enjoys spending time with her sons, JP and Bryan.