Christi Reid manages Client Operations within our firm, as well as being the executive assistant to our two in house financial advisors. She handles day-to-day operations, record keeping, client relations and event planning within our practice. Christi has over 20 years in finance and customer service. Providing professional and personal attention to each and every client is her guiding principle that leads to long standing relationships with our clients.

She enjoys spending time with her two children, reading, road trips, listening and attending Texas country music concerts.