Client Relationship Specialist
"Positivity is a choice."
Christy provides tailored services to our clients and their families as part of an overall personal wealth management strategy. With a BA in finance and over 26 years of experience in the financial services field, she began her career in 1991 working in the banking industry and elevating financial advisers.
Christy loves volunteering within the community. For years she has invested much of her time helping to coordinate the Grafton Christmas Parade as well as volunteering at Strawberry Fest and Wine & Harvest Fest. She also uplifts the community by teaching Junior Achievement at local elementary schools and by visiting the elderly for companionship with her licensed therapy dog.