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SUCCESS TEAM

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Jennifer White

Director of Client Engagement and Experience

JENNIFER WHITE

Director of Client Engagement and Experience


As Director of Client Engagement, Jen is responsible for overseeing the firm’s marketing, branding, client experience, and prospective client engagement strategies. She provides key input into decisions regarding the brand, sales and service models, business development, and the overall direction of the firm.

Jennifer graduated from Elon University earning her B.A. in communications in 1996. She started her career in New York City, where she worked at GREY Worldwide and Turner Networks, learning invaluable skills from the top sales executives in the country. She then moved to Los Angeles and worked for Initiative Media, where she was responsible for the Disney Home Entertainment media accounts.

Jennifer came to BlueSky Wealth Advisors most recently from High Tide Creative, a nationally recognized advertising and marketing firm where she was the Vice President of Sales and Client Development. Jennifer had the rare ability to have the holistic experience of being a client of BlueSky Wealth Advisors prior to joining our team, and she continues to use this opportunity to increase the level of our clients’ experience. 

Jennifer lives with her husband and two children in Morehead City.

What do you enjoy most about being part of BlueSky?

I have the ability to see the magic happen behind the scenes, and it makes for an extremely gratifying career to have that magic produce people with happier lives. There is always something exciting going on here—there is no “typical workday” at BlueSky.

What does “improving the quality of our clients’ lives” mean to you?

When you become a client at BlueSky, you are most likely going through a transition in your life. Perhaps you have just lost a spouse or you are a “do it yourselfer” and have hit that threshold of assets that is too big to handle on your own. Either way, while managing and building wealth for clients are important to us, it rarely takes center stage. It’s really about helping that person or family transition through that challenge and onto a better financial path.

What keeps you busy when you’re not working?

We have two young children, who are always keeping us busy. We are lucky enough to live at the beach, so there are plenty of amazing restaurants and outdoor activities. We also like to travel, so we try to plan a trip somewhere every year.

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Ayasha Jones

Director of Operations

AYASHA JONES

Director of Operations


As Director of Operations, Ayasha is responsible for overseeing the firm’s operational and financial processes, including implementation of strategic initiatives that increase efficiency and productivity. She provides key input into decisions regarding technology, human resources, finance, and the overall direction of the firm.

Before moving to North Carolina in 2015 and joining BlueSky, Ayasha lived in Southern California and worked in the human resources department of a mid-size insurance firm in Santa Monica, California. Ayasha obtained her Series 65 license in 2018. 

What do you enjoy most about being part of BlueSky?

The dedication to clients and employees. BlueSky puts a lot of effort into making sure clients are happy and that they are meeting their goals, but they also do the same for their employees. It’s a very positive, supportive environment.

What does “improving the quality of our clients’ lives” mean to you?

Helping them make their dreams come true, whatever those dreams may be.

What keeps you busy when you’re not working?

I love reading, being outdoors, traveling, taking road trips, and hiking with the dogs, but my pets keep me busy! My house is always full of pets and foster animals that keep me on my toes (dogs, cats, chickens, and reptiles currently!).

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Mary Ellen Crisp

Director of Client Service and Quality Assurance

MARY ELLEN CRISP

Director of Client Service and Quality Assurance


The Director of Quality Assurance is responsible for ensuring that the delivery of financial advice and client service meets BlueSky’s established standards of quality across multiple dimensions. Mary Ellen directs the department's programs and ensures clients are continually satisfied with their experience. She devises procedures to collect expectation and satisfaction information from clients, and fulfillment and delivery data from internal processes and systems. She monitors and inspects procedures and outputs to identify mistakes or non-conformity issues. Additionally, Mary Ellen provides analysis and reports on service quality and customer satisfaction, and recommends corrective actions to the firms leadership committee when necessary.

She has been awarded the Financial Paraplanner Qualified Professional designation by the College for Financial Planning. In 2006, she successfully completed the H&R Block Income Tax Course. Mary Ellen holds an AD in executive secretarial technology from Delaware Technical and Community College and attended the University of Delaware.

Prior to joining BlueSky Wealth Advisors in 2006, Mary Ellen spent 14 years as an executive assistant providing professional support to several top executives at firms in Wilmington, DE and Virginia Beach, VA. Mary Ellen lives in New Bern with her husband and has four adult children.

What do enjoy most about being part of BlueSky?

The most fulfilling part of my job at BlueSky is the relationships that I form with our clients. I enjoy meeting new people and being part of our team that can help them with their current financial situation/needs/goals and relieve any stress or worries they might have. I especially like the strong connection I have with our widows.

What does “improving the quality of our clients’ lives” mean to you?

It means that we have actively helped make a decision that has helped move our clients away from a current lifestyle/situation into a better one. Perhaps they are letting go of something or changing old ways/habits with an intention to move toward something better, less stressful, and ultimately creating a peace of mind existence.

What keep you busy when you’re not working?

I enjoy swimming and working out; relaxing by the pool and at the beach during the warm weather; visiting my four children and two grandchildren whenever possible; and dinner parties and wine tastings with friends.

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Christina Boland

Executive Assistant

CHRISTINA BOLAND

Executive Assistant

As an executive assistant, Christina is responsible for providing direct support to the firm’s CEO, David Blain. She serves as an interdepartmental liaison ensuring the firm’s management and communication operate smoothly to support all members of the BlueSky team.

Before moving to New Bern to join BlueSky, Christina lived and traveled between San Diego and Washington D.C. In D.C., she worked with an RIA, doing multi-layered facets and projects for the business.

What do you enjoy most about being part of BlueSky?

 It brings me joy to work in an environment that genuinely values the relationship between client and team member across the board. I love being here because I get to work with this group of highly intelligent, proactive team members. Their excitement in serving our clients is at the core of how this BlueSky team shows up each day.

What does “improving the quality of our clients’ lives” mean to you?

People come to BlueSky seeking financial guidance, whatever the scope of their financial landscape. Depending on where they strive to go—or discover where they might go—it is our responsibility to provide a sacred space to receive sensitive information and help build a holistic path forward. This path will define how clients can reach their goals by providing clear direction and achievable steps throughout the planning process.

What keeps you busy when you’re not working?

I love to spend time with my incredibly active three-and-a-half-year-old son, Winston. We are both born water babies, which makes us a little clumsy on land. Yet, with open minds, we do love adventuring everywhere by land, sea, and air. We spend most of our time paddle-boarding, kayaking, beaching, riding bikes, diving, fishing, or just resting. As the oldest of 10 siblings, I enjoy catching up with my whole family whenever possible.

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Jessica Diabo, FPQP™

Client Service Specialist

JESSICA DIABO, FPQP™

Client Service Specialist

As a Client Service Specialist at BlueSky, Jessica is an integral part of the advisory team. She provides superior client service by acting a liaison between the client and advisor, performing administrative portfolio activities and helping our clients with their day-to-day needs.

Prior to joining BlueSky, Jessica was a law clerk in Rochester, New York. She started her career in law in 2013 where she gained experience through her various roles serving as a liaison between clients and lawyers. Jessica obtained her Associate Degree in Human Services and Liberal Arts from Monroe College.

Jessica lives with her husband and daughter – plus one cat and one dog – in Jacksonville, North Carolina.

What do you enjoy most about being part of BlueSky?

I enjoy being part of a small company with a family feel. They ensure the happiness and success of both their clients and employees.

What does “improving the quality of our clients’ lives” mean to you?

This means working together to achieve success while reducing stress in the daily routine of our clients’ lives and to allow more time to enjoy the little things in life.

What keeps you busy when you’re not working?

My daughter and husband. We recently relocated to North Carolina from New York and are enjoying the sun and no snow. When I am not running around and have some ‘me time’ you can find me reading a good book.

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Allison Gereighty Coles

Client Service Specialist

ALLISON GEREIGHTY COLES

Client Service Specialist

As a Client Service Specialist at BlueSky, Allison is an integral part of the advisory team. She provides superior client service by acting a liaison between the client and advisor, performing administrative portfolio activities and helping our clients with their day-to-day needs.

Before joining BlueSky, Allison completed a Registered Nurse program and passed her NCLEX RN license exam. She went on to manage Electronic Medical Records software and Medicare Attestation for a local healthcare provider in New Bern, North Carolina. 

Allison has earned a Bachelor of Arts in Communicative Disorders from Nicholls State University in Thibodaux, Louisiana. There, she was a student life coordinator for NSU, advising those in the emerging leadership program as well as in the fraternities and sororities on campus.  

What do you enjoy most about being part of BlueSky? 

What I enjoy most about being a part of the BlueSky team is the friendly, warm environment and the dedication to our clients. The supportive atmosphere among team members here translates into successful outcomes for each of them.

What does “improving the quality of our clients’ lives” mean to you?

I see how client needs are studied holistically followed by a strategy to improve the quality of their lives. We give them well-tailored plans while providing the support they need to achieve their goals.

What keeps you busy when you’re not working?

When I am not at work, I love spending time caring for and “loving on” my four children. I am a New Orleans native and love to cook N’awlins-style cuisine.

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Jordan Gonzalez

Operations Associate

JORDAN GONZALEZ

Operations Associate

As an Operations Associate at BlueSky, Jordan is an integral part of the advisory and Operations team. She provides support to the advisory team and the firm by performing administrative portfolio activities, maintaining data and processes, and helping our clients with their day to day needs.

Jordan is a recent graduate from the University of North Carolina at Greensboro with a B.S. in Business Administration and a minor in Economics. Previously, she worked in retail sales operations in Greenville, NC.

Currently, Jordan lives in Vanceboro with her dog. 

What do you enjoy most about being part of BlueSky? 

I enjoy the close-knit family environment here that focuses on clients’ and employees’ needs. The people at BlueSky go above and beyond to make sure everyone feels comfortable, happy, and heard. 

What does “improving the quality of our clients’ lives” mean to you?

It means helping ease the worry they may have about their finances and making their lives a little less stressful knowing they’re taken care of. 

What keeps you busy when you’re not working?

I enjoy being outdoors as much as possible—whether it’s boating on the water, playing tennis, or riding my horse. 

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Morgan Styron

Client Experience Associate

MORGAN STYRON

Client Experience Associate

Drawn to providing a high level of customer service and creating positive experiences, Morgan’s work experience over the last seven years has mostly been in the hospitality industry. She has also spent some of that time as an online ESL teacher.

After high school, Morgan moved from her hometown of Oriental, NC, to Lynchburg, VA, to pursue her bachelor’s degree in Early Childhood Education from Liberty University. She recently earned her North Carolina real estate license and was the first person in the state’s history to score 100% on the state portion of the licensing exam.

Morgan lived in Northern Idaho for three years but recently returned to NC to be with her fiancé, Jon.

What do you enjoy most about being part of BlueSky?

I enjoy working in an environment in which people are incredibly passionate about what they do. My teammates are eager to help clients and excited to build BlueSky’s brand and culture—a refreshing experience.

What does “improving the quality of our clients’ lives” mean to you?

More than anything, it means listening to the needs and desires of our clients and improving their lives in areas they knew they needed our expertise—and in areas they had not yet realized needed improving.

What keeps you busy when you’re not working?

My fiancé and I love to travel, always seeking out the best views and most amazing restaurants.

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