Christy is Director of Client Relations, based out of SageView’s Westlake Village, CA office. She oversees and ensures that all facets of client service represent and convey the culture and experience SageView strives to provide each client.
Before joining SageView in 2022, Christy was with Summit Financial Consultants for over 10 years, leading the client service efforts via coordinating all customer service, account processing, and office management matters.
Christy obtained her bachelor's degree in management with a finance emphasis in 2008 from California Lutheran University. An avid learner, Christy is currently taking additional courses in paraplanning. Away from the office, Christy enjoys the outdoors and spending time with her husband Waldo and their two children.