Christy’s journey to the financial planning field is a unique one. After obtaining her BS in Chemistry at Belmont University in Nashville, she realized that while chemistry was fascinating and challenging in a way she loved, working in a solo lab environment would not give her the ability to help others in a tangible way – a huge passion she had for her career. After some job shadowing and soul-searching, she found financial planning, which she sees as an equally challenging field to chemistry but allows her to use her skills and passions to directly help people. Now that she is in the industry, she is hooked!

Christy’s science background gives her a deep understanding of data gathering, modeling, and problem solving that is a huge asset to our team of advisors. Clients appreciate her attention to detail and her knack for making complex concepts simple to understand, as well as her ability to bridge the gap between advisor and client in between meetings to ensure all the “to dos” get “to done” and everyone stays on the same page through the planning process.

Christy originally hails from Baltimore, Maryland – she is the youngest of three with two older brothers, a wonderful sister-in-law, and adorable nephew and niece. Outside of the office you can likely find Christy outside enjoying nature, practicing the cello, attending a new fitness class, reading a great new book, or trying out a fun new restaurant!