
Christy's 20-year career in the banking industry has taught building strong relationships is the key to a successful business. Christy worked as a Commercial Banker at Wells Fargo, partnering with mid to large size companies throughout Northwestern, NC. She has extensive knowledge in financial analysis, risk analysis and mitigation, and portfolio management. This experience has shown her the importance of creating valuable partnerships and explains her commitment to helping her clients be successful.
Chrisy is excited to bring her knowledge and skills to our team, and we are confident that her contributions will greatly benefit our clients. She likes to provide clients with an exceptional experience and solidify their choice in partnering with our firm.
She looks forward to working with you and supporting your needs with the utmost professionalism and care.
When Christy has free time, she enjoys being with her family. She likes to travel and exploring new places. Her favorite hobby is watching her kids do all of their things. She lives in Wilkes County with her husband Jamie and has four children.
How can we help?
Why not schedule a complimentary introductory meeting? We’ll walk you through our fee structure, our unique planning process and a sample plan.