Christy works closely with our clients to learn about their finances and then customizes a financial plan for pursuing their goals and objectives. In addition, she also serves as the office manager at Patrick Financial Group, helping to ensure the efficiency of our office systems. Her areas of expertise include financial planning, retirement plans, life insurance, disability insurance and long-term care insurance. Christy also enjoys planning our annual client events.
Christy holds Series 7 and 63 securities licenses, as well as life insurance, health insurance, and variable products licenses. Before she joined Patrick Financial Group in 2004, she served as a financial advisor at A.G. Edwards & Sons and earned bachelor’s degrees in business finance and business marketing from Berry College in Rome, Georgia.
Christy was born right here in Atlanta and grew up less than a mile from our office. She and her husband, Cole, met at Berry College and were married in 2003. They have since welcomed three wonderful children, Isaac, Claire and Cora. They enjoy spending time together as a family. In her free time, Christy enjoys singing, crafting, baking and staying actively involved in the ministry and community outreach of Sixes United Methodist Church.