Christy is the kind of financial professional who not only delivers precision in financial plan management but also brings people together. With a keen eye for strategy and a deep commitment to client success, Christy approaches every plan with care, insight, and an unwavering dedication to making a meaningful impact. Most importantly, Christy collaborates with our member families to keep their financial plans up to date. Whether guiding clients through complex high-net-worth strategies or collaborating seamlessly with estate attorneys and property & casualty agents, Christy knows that financial planning is as much about relationships as it is about numbers.
Beyond finance, Christy thrives in team building and practice development for finoBlue, fostering a positive and collaborative workplace where people feel supported and empowered. Her ability to connect, inspire, and lead makes Christy an invaluable part of our team.
Christy serves on the Raymond James Longevity Advisory Board, where she contributes to national conversations about retirement and longevity planning, helping shape client-centered resources across the organization.
Christy holds a Series 7 and Series 66 license, as well as Life, Accident and Sickness Agent license in the State of Georgia. A graduate of Berry College with degrees in Business Finance and Business Marketing, Christy began her career as a Financial Advisor at A.G. Edwards & Sons before joining finoBlue Planning Group at its foundation in 2004. Born and raised in Atlanta, Christy is married to her husband, Cole, and they have three children. Their home includes two beloved Ragdoll cats, and the family is actively involved in Scouting America and the Girl Scouts of Greater Atlanta.
Beyond work, Christy is a dedicated “Band-Mom,” “Cheer-Mom,” and youth soccer coach. She also sings with her church’s praise team and enjoys reading, baking, crafting, and cozy movie nights with her family.