With six years of experience in the financial services industry, Christy serves as a Relationship Manager for Institutional Retirement Plans. She is fully registered with Series 7 and Series 66 licenses, and works closely alongside a nationally recognized adviser with over 18 years of experience in the field. 

In her role, Christy supports plan sponsors by assisting with plan design maintenance, fiduciary oversight, participant education strategies, and ongoing client service. She is committed to helping institutions manage and enhance their retirement plan offerings through a responsive, knowledgeable, and client-focused approach.

Christy received her Bachelor of Science degree in Business Administration from Troy University, and previously worked as  Directors of Marketing and Community Relations for advertising and healthcare facilities locally. Christy has been married to her husband Mark for 24 years and they have two sons.