Christy became a financial advisor because she is passionate about helping families grow and protect the assets they worked hard to save.
As a family focused financial advisor, Christy is passionate about getting to genuinely know her clients. She asks thoughtful questions, and listens, because her goal is to deeply understand your unique situation and the things that are most important to you.
Christy uses a multi-generational approach and works with families across the country. Most of her clients are transitioning to retirement or are looking for the personal attention they deserve.
By employing the Gulfside Wealth FOCUS planning process, Christy designs personalized strategies that will help you feel confident about your future. She uses her experience and knowledge to guide you towards clearly defining and articulating your goals and will assist you in making adjustments as life necessitates.
Christy grew up in Massachusetts and proudly served in the United States Army. She currently lives in Venice with her husband Stacey, teenage daughter Alaina, and their three dogs.
In her free time, Christy enjoys travelling with her family. Regardless of whether it is a simple weekend getaway, or international travel to explore a new location, she is always up for adventure. She also stays busy helping plan her son Austin's wedding and relaxing at one of our many, beautiful, local beaches.