Focus

Christy provides comprehensive investment planning focusing on developing personal relationships to help clients manage financial and investment goals.

Background and experience

For over a decade Christy has worked in the financial industry, helping clients address their financial concerns and develop strategies by focusing on each individual's specific needs. With extensive experience throughout major shifts in the markets, Christy has dedicated her career to delivering the personalized investment planning services her clients deserve.

Christy has a diverse background, working initially at First Financial Bank as a Systems Analyst in Deposits and Branch Procedures.   She then attained her Real Estate Salesperson and Broker's License.  She worked in Real Estate helping her clients through the process of finding their perfect home.  During that time, she began her studies for her securities registrations.

Christy began her career as a Financial Advisor with World Financial Group in Stevens Point, where she discovered her passion for investment planning and market research.  She joined JPMorgan Chase in 2006, then joining the Chase Private Client division of JPMorgan Chase in 2012.  As a Chase Private Client advisor, she was able to broaden her investment knowledge and utilize complex strategies to serve her customers.  In September of 2015, Christy opened her own office as the Managing Principal of the Stevens Point branch of Wells Fargo Advisors Financial Network and Paragon Investment Advisors.

In June of 2018 she and her son, Cole, purchased the new office building at 2600 Church Street in Stevens Point.  After spending the summer remodeling the office with the help of friends and family, they completed the move to her new place of business in September. 

With the move came the decision to make the change to clearing with LPL Financial and solely using her own company name, Paragon Investment Consultants. She is committed to always providing the personal service her customers deserve.  LPL Financial has extensive research tools and an excellent platform designed to help Christy stay on top of the latest market trends and provide timely advice to her customers.  She continues to be dedicated to the belief that everyone deserves personal investment solutions and is committed to providing exceptional personal service to her clients and their families.

Away from the office

Christy spends her free time with her husband, Brad, their dog Sieba and their two cats Neo & Claire.  Christy especially enjoys time with her grandchildren, CeCe and Fletcher, campfires in the back yard, swimming and video games.