Christie's exceptional organizational skills significantly enhance her ability to provide outstanding service to our clients. She quickly adapts to each client's individual needs and efficiently completes all tasks at hand. Her responsibilities include overseeing the processing of client forms, account maintenance, asset transfers, money movement, and coordinating client reviews. Christie is highly proficient in maintaining and utilizing our client relationship management system, which enables her to deliver excellent service. She has 19 years of experience in the financial services industry at Douglas, Athans & Associates, and then WealthSpring. Christie holds a master’s degree in information systems management.
In her leisure time, Christie and her husband, Correy, enjoy adventures with their two Italian Greyhounds, Milo and Scotti. Christie's greatest passion is Italian Greyhound rescue. Over the past 20 years, she and Correy have rescued five Italian Greyhounds, two of which had special needs. As a Central Coast resident, she enjoys the outdoors and container gardening. Christie cherishes her family and friends and the time she spends with them.