Christy E. Kirtlan

Retirement Plan Services Representative

  • Focus: Retirement plans
  • Fun Fact: Christy has identical twin aunts, identical twin daughters, one of whom had fraternal twin boys (twin grandsons!), fraternal twin nephews, and fraternal twin and triplet cousins.

With more than 25 years of experience in the financial services industry, Christy has worked with a variety of individual investors assisting advisors with financial planning, insurance services and retirement planning. Christy’s experience ranges from owning her own business to assisting advisors to help their clients achieve their financial goals.

Christy is responsible for providing administrative and client support for our employer-sponsored retirement plans. This includes working with plan sponsors (company owners) and third-party administrators as well as our own Wealth Advisory Teams in onboarding new retirement plans.

Entrepreneur at 29

I started a business with a partner at age 29 called “The Support Group” which specialized in organizational consulting and mass mailings. Some of our clients included dental and medical consulting practices and popular magazines like Bon Appetit and Sunset Magazine.

First year businesses are rarely profitable, but with hard work and determination, our business became successful. While I sold my portion of the business the following year to prepare for my twins, I continue to use my entrepreneurial skills and innovative thinking in my position today.