Christy Dodge, CEPA®

With more than 20 years of experience in financial services, Christy is a seasoned financial professional known for helping advisory firms build exceptional client experiences. Her career spans both client facing and corporate leadership roles in large and startup firms. This gives her a uniquely holistic perspective into both operational excellence and an elevated client experience. Christy is deeply committed to enhancing our client’s experience at every stage of the financial journey by ensuring they receive superior planning rooted in clarity, empathy, and trust.

Christy spends her free time with her husband, Damon, and kids, Andrew (21) and Abby (14). The family loves travelling, especially internationally. Christy is also active in her community with National Charity League, the high school booster club, and her neighborhood. But really - she's Abby's chauffeur.