With a strong passion for helping others and a commitment to organization and exceptional service, Christy serves as the Operational Assistant at Roundtree Financial. In this role, she provides essential administrative and operational support, helping ensure the day-to-day functions of the firm run smoothly and efficiently.
She brings a thoughtful and dependable approach to her work, with a natural ability to stay organized, manage multiple responsibilities, and assist both the team and clients with professionalism and care. She works closely with our team to support the firm’s operations and contribute to a positive experience for every client.
In her role at Roundtree Financial, Christy assists with a variety of administrative responsibilities, coordinating tasks, maintaining organization, and helping the team stay focused on providing attentive and personalized service. She understands that strong operational support is an important part of creating a seamless experience for clients and takes pride in being someone the team can rely on.
Known for her friendly personality, attention to detail, and willingness to help, she enjoys building relationships and making others feel welcomed and supported. She approaches each day with a positive attitude and a genuine desire to contribute to the success of the team and the clients they serve.
Outside of work, Christy enjoys spending time with family and friends and making the most of life. She appreciates traveling, exploring new places, enjoying good food, and spending time outdoors and at the beach.
As Operational Assistant, she plays an important role in supporting the Roundtree Financial team. Her dedication, organization, and commitment to service help contribute to the firm’s mission of providing clients with a professional, personal, and positive experience.
Christy provides administrative support services only.