Christy serves as a Private Wealth Manager, working closely with her clients to develop and maintain comprehensive financial plans customized for their unique needs. Christy specializes in the areas of financial planning, estate planning, charitable planning, tax planning, and investment management.
Christy brings to her clients more than 20 years of experience in the financial services industry. Prior to joining Creative Planning, Christy worked for one of the nation’s largest commercial banks as a Private Wealth Advisor. Christy has spent her entire career in wealth management with an extensive background in trust administration and wealth preservation.
Christy earned her Bachelor and Master of Business Administration degrees from the University of Missouri-Kansas City and is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
She has two children, Kate and Ethan, and enjoys helping in their community, school, church and traveling with her children.