Senior Associate, Client Service
Christi is a member of the Beacon Pointe Dallas client service and operations department and is responsible for partnering with the firm’s investment, wealth management and financial planning teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, gathering financial planning information, setting up clients with the financial planning portal and communicating with clients to provide the highest level of service. Christi’s past experience includes over 10 years of financial reporting and office management for a variety of retail and wholesale companies. She received a B.B.A in Finance from the University of North Texas. Christi enjoys watching Dallas Cowboys football, playing tennis and listening to the Beatles.