Broker Check

Mentions/Media/Honors and Interesting Info

Mentions in the media and other interesting information about us.

Amazon #1 Best Seller!!! Christy wrote an ebook: The Budget Game: Five Steps Toward Better Finances. It's on budgeting basics and aligning money with your values. Get your copy on Amazon! 

Christy is a Five Star Wealth Manager (again). She has been recognized every year since the program was started in Portland. More about the Five Star awards here:

Five Star Web page:

And a video about the Five Star Wealth Managers here:


hristy was the Top Advisor Marketing Podcast Episode 166 guest May 21, 2019: *

Announcement from the Portland Business Journal for 2019 Women of Influence award winners: (Feb 2019)

Women in Insurance and Financial Services shares many moments from the National Conference with an article on Christy's Woman of the Year award. (Dec 2018)*

Securities America releases video featuring Christy: (Nov 2018)

Securities America features Christy in a recruiting video (Oct 2018)

Christy Wins Woman of the Year for 2018 from Women in Insurance and Financial Services:*

Quoted in Investment News:

Portland Business Journal:

2014 Top 40 Under 40 Awards (February 2014)


*Women in Insurance & Financial Services is an association of financial services professionals working together to attract, develop and advance women. The Woman of the Year award recognizes a WIFS member for her level of engagement with the organization and community. This includes serving as a mentor, volunteering on a task force or participating in WIFS programs, and other community volunteer activities. Award selection is based on the submission of completed applications. All WIFS members are eligible via self-nomination.

Have a Question?

Thank you!