Christy works closely with our member families to learn about their financial goals and objectives and then customizes a financial plan for pursuing those. She then monitors the action plan implementation, providing guidance, collaboration with other professionals and personal support. Most importantly, Christy works with our member families to keep their financial plans always up to date. Christy’s areas of expertise include financial planning, retirement plans, life insurance, disability insurance, and long-term care insurance.
Christy holds a Series 7 and Series 66 license, as well as Life, Accident and Sickness Agent license in the State of Georgia. Before she joined finoBlue in 2004, she earned a bachelor’s degree in Business Finance and Business Marketing from Berry College in Rome, Georgia and she served as a Financial Advisor at A.G. Edwards & Sons.
Christy was born right here in Atlanta and grew up just a few miles from our office. She and her husband, Cole, met at Berry College and were married in 2003. They have since welcomed three wonderful children, Isaac, Claire, and Cora, and love spending time together as a family. Their household also includes two fluffy ragdoll cats, “Pearl” and “Archer”. The family is actively involved in scouting, supporting both the Girls Scouts of Greater Atlanta and Boy Scouts of America. In her free time, Christy enjoys singing in the McEachern United Methodist Church choir, crafting with her children, watching movies, cake decorating, and staying actively involved in the ministry and community outreach at her church.