Christy Schlegel

Client Service Coordinator/Concierge

Christy became a member of our team in the spring of 2022, and has been an invaluable addition to our culture ever since. She focuses on helping and supporting Stewardship Wealth Management Solutions by providing a personable client experience, ensuring client information is updated, scheduling client visits, planning client appreciation events, and making sure communications are sent to and received by clients.

She has finished her behavioral science-focused curriculum and will soon earn her BA in psychology from CSU Fullerton. Her education and work experience ensures clients receive prompt and timely service. Christy is a native of Ohio and in her spare time she likes to visit the beach, explore new places and connect with friends. On the weekends you will find her immersed in the most recent thriller or mystery novel.

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