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Building Bridges: Krista Warner Connects People and Purpose

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Manage episode 490990567 series 3558640
Content provided by Jeffrey Bellomo. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeffrey Bellomo or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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 [email protected].

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 [email protected]. 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.

Connect with Bellomo & Associates on Social Media

Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/

X (formerlyTwitter):https://twitter.com/bellomoassoc

YouTube: https://www.youtube.com/user/BellomoAssociates

Facebook:https://www.facebook.com/bellomoassociates

Instagram:https://www.instagram.com/bellomoassociates/

LinkedIn:https://www.linkedin.com/in/bellomoandassociates

WAYS TO WORK WITH JEFFREY BELLOMO

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

Practice areas:https://bellomoassociates.com/practice-areas/

  continue reading

120 episodes

Artwork
iconShare
 
Manage episode 490990567 series 3558640
Content provided by Jeffrey Bellomo. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeffrey Bellomo or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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 [email protected].

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 [email protected]. 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.

Connect with Bellomo & Associates on Social Media

Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/

X (formerlyTwitter):https://twitter.com/bellomoassoc

YouTube: https://www.youtube.com/user/BellomoAssociates

Facebook:https://www.facebook.com/bellomoassociates

Instagram:https://www.instagram.com/bellomoassociates/

LinkedIn:https://www.linkedin.com/in/bellomoandassociates

WAYS TO WORK WITH JEFFREY BELLOMO

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

Practice areas:https://bellomoassociates.com/practice-areas/

  continue reading

120 episodes

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