Christy Schlegel

Christy joined our team at the start of 2022 and quickly became an essential part of our team culture. Her responsibilities involve improving client experiences through effective coordination and communication. Additionally, she is broadening her skills to assist in financial planning. Her commitment to fostering strong client relationships and her eagerness to help guide others on their financial journeys are invaluable to the Stewardship team.

She holds a BA in Psychology from California State University, Fullerton, and has earned the Chartered Retirement Planning Counselor (CRPC®) designation. Christy's background in social and behavioral sciences significantly enhances her interactions with clients. Her ongoing commitment to learning and skill enhancement underscores her dedication to the financial well-being of our clients.

Originally from Ohio, Christy has fully embraced the California lifestyle. She enjoys beach runs, outdoor adventures with friends, and immersing herself in the latest mystery novels.