Finding solutions and best practices to operational procedures is something I love doing. It not only provides efficiencies for our team, but ensures our clients’ expectations are exceeded.

Christy M. Greek

Christy serves as one of the Client Service Managers on our operations team and is based in the Columbus, OH office. Working in the financial services industry since 2012, 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. 

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

Memberships and Associations

Member, Women for Economic and Leadership Development

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