Experience

Christy Capital Management

• United States
• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • Nov 2011 - Present

  What is your biggest concern of fear as you approach retirement?I am a Financial Adviser that specializes in assisting federal employees with their retirement benefits. My approach with my clients is holistic in that I assist with all aspects of retirement planning.This approach includes the following:- Income Planning- Social Security Timing- Roth Tax Planning Strategies- Employee Benefits (Federal)- Comprehensive Research- Previous Year Tax Return Analysis- Insurance: Life/Health/Long Term Care- Beneficiary Review- Meeting with Family Members or Heirs- Estate Planning Strategies- Charitable Planning- Meet with Attorney and CPA- Business Owner Exit Strategies/Succession PlanningEvery day, I feel blessed to bring peace and light into the life of the person before me. It is both a pleasure and an honor to help someone into a successful and comfortable retirement. Show less

• Financial Services

  • Nov 2011 - Present

  As an investment advisor representative, my responsibilities include investment management, retirement strategies, estate conservation, and insurance and annuity products. For my clients that are federal employees, I also support them in educating them on their federal retirement options by providing them with a Federal Employee Benefit Analysis.My goal is to assist all my clients to achieve financial peace of mind by building a plan that fits their individual needs and personalities.


Church Insurors South
• Sales Representative

  • Jun 2008 - Nov 2011

One America Financial Partners
• Sales Representative

  • Jan 2002 - Jun 2010

Aflac
• Insurance
• 1 - 100 Employee
• Sales Associate

  • Sep 1999 - Jan 2002