Christy Coon is a Client Portfolio Manager and has been providing comprehensive investment and wealth management services to clients since 1984. Christy joined the firm in 2011 and creates investment solutions tailored to each client's unique needs. With her deep experience and commitment to service, Christy creates client profiles, works to construct a long-term strategy, and implements a plan to help her clients meet their financial objectives while monitoring portfolio risk.

Christy began her career with Dean Witter Reynolds as a Financial Advisor. She also held various roles with J.P. Morgan where she served as Vice President and Investment Advisor Representative in their Chicago and North Shore Private Wealth Management offices. 

Christy is an Investment Advisor Representative, a member of the Women Investment Professionals, the Greater North Shore Estate & Financial Planning Council, and the Investment Management Consultants Association. She is also a member of the Chicago Yacht Club and is an avid sailor having raced in the Chicago Mackinac Race.

Education and Professional Credentials

• Industry Start: 1984
• University of Nebraska, BS 
• University of Denver, MA
• Certified Financial Planner, CFP^®
• FINRA Series 66 registration