Christy is our Office Manager/Client Relationship Manager. She holds a Bachelor Degree in Sports Management from the University of Minnesota-Duluth. Her background includes standard accounting principles, computer networking, and a host of software applications. She also has various health and fitness certifications. She loves to help clients with their fitness health, and of course, Christy is in the office to assist her team of advisors and their clients with pursuing their financial goals. She's the friendly voice you hear when you call the office.
Christy acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Advisors with Waddell & Reed with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Advisor(s) she supports. In addition, she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.
Waddell & Reed is not affiliated with any other entities referenced. (09/20)