Johana is a Client Service Lead at Cresta Advisors, where she leads operations and oversees the client service and junior advisor team. She is dedicated to collaborating closely with advisors to facilitate smooth client onboarding, account maintenance, and operational needs, ensuring a seamless and professional experience for clients.

With over 13 years of experience in the banking and financial industry, Johana has built a reputation for delivering exceptional service and empowering her team to do the same. Her passion for helping others led her to Cresta Advisors, where she works to empower individuals and families to navigate their financial journey. She thrives in the collaborative environment of Cresta Advisors, where she is committed to making a positive impact on her clients and team.