Christie’s Perspective

Prided by her deep communication skills, approachability, and passion to mentor others Christie is dedicated to enriching the lives of the clients she serves and her colleagues. Being the wife of a former Navy officer, living in nearly half a dozen states, and working for both Big 4 firms, as well as smaller, regional firms, Christie knows the value of personal connection in all relationships. Whether on a lunch or through personal meetings, Christie values getting to know her clients to best adapt strategies based on their desired lifestyles to best meet their current and future financial goals.