As the Client Services Manager, Christy’s responsibilities including making sure that the client support needs are met for Wes McKenna’s current and future clients. She helps clients with account related inquiries including withdrawals, contributions, automatic purchases, 401k rollovers and tracking transfers. She creates spreadsheets every month to track and analyze the prior month’s investment activity.
Christy joined Lighthouse Wealth Advisors in October 2017, but has been in the financial services industry since 2009. She earned her B.S. degree in Marketing & her A.S. in Business Administration from Johnson & Wales University in Providence, Rhode Island.
Outside of the office, Christy enjoys exploring Charleston with her husband and son, spending family days at the beach and traveling.