Christy believes that meaningful financial planning begins with listening. By taking the time to understand what is most important to each client, she helps individuals and families prioritize their goals and make thoughtful financial decisions. Her approach is grounded in building long-term relationships, providing clear education, and creating a comfortable environment where clients feel empowered to ask questions and engage in the planning process. Combining decades of experience, a disciplined planning approach, and a deep understanding of each client's unique circumstances, Christy provides personalized guidance designed to help clients navigate an ever-changing financial world with confidence, clarity, and peace of mind.
When she's not helping clients pursue their financial goals, Christy enjoys spending time with her husband, Dan (fun fact: he's a financial advisor, too), and making the most of Pacific Northwest summers on Lake Sammamish. Their son, Nick, is studying Economics at the University of Southern California. Avid Huskies fans, Christy and Dan rarely miss an opportunity to attend a UW football game. She also enjoys traveling, reading, and staying active, pursuits that keep her energized both personally and professionally.