Christy serves as our Client Service Specialist and is based in the Columbus, OH office. With over 8 years of experience in the financial services industry, Christy’s expertise is in client service and onboarding practices. During her prior experience, Christy developed new operational procedures and best practices to drive efficiencies, and now brings that same creativity to our firm. She also has experience as a junior advisor, where she created balance sheets, built financial plans, developed asset allocations, and was involved in trading. Kelly lives in Columbus, Ohio, and in her free time, enjoys volunteering with the Ronald McDonald House of Central Ohio. She also enjoys attending concerts and traveling with friends.
Christy lives on the southwest side of Columbus with her husband, children, and five dogs. She enjoys spending time outside, traveling, and visiting her family in NC. She also enjoys working out with her husband at their gym.
B.S in Business Administration, Franklin University
B.S. in Human Resources, Franklin University
One PPG Place, Suite 1700
Pittsburgh, PA 15222
65 East State Street, Suite 2000
Columbus, OH 43215
1660 International Drive
McLean, VA 22102