Christi is drawn to Smith Moore’s commitment to exceptional client service, its collaborative and welcoming team environment, and the firm’s legacy of strength and stability dating back to 1913.
Her extensive background in management, recruiting, training, and practice development has made her a valuable asset to the Smith Moore team. Christi plays a key role in recruiting financial advisors and actively promoting the firm, contributing meaningfully to its growth and success.
With more than 30 years of experience in the financial services industry, Christi is passionate about helping clients create clear, personalized financial plans designed to support their life goals with confidence. She approaches her work with the heart of a teacher, offering guidance in areas such as asset and investment management, estate planning strategies, and retirement planning. As a SmartVestor Pro with Ramsey Solutions, Christi frequently draws from Dave Ramsey’s “7 Baby Steps” to help clients pursue attainable and practical goals.
Christi holds a bachelor’s degree in marketing and business management from Southern Illinois University Edwardsville and an MBA from Webster University. She maintains FINRA Series 7, 24, 63, and 65 licenses, along with Life and Health Insurance credentials.
Before joining Smith Moore in December 2018, Christi was the founder and managing principal of Wealth Management Partners (WMP), LLC. Her previous experience includes a range of leadership and advisory roles with respected firms such as Waddell & Reed, Edward Jones, Hancock Securities Group, Irwin Union Bank, Smith Barney, and Mercantile Bank. Her titles have included District Branch Manager, Branch Manager, Financial Advisor, Trust Officer, Private Banker, Human Resources Specialist, and Recruiter.
Christi and her husband, Darrell, have been married for over 25 years and are proud parents to two grown children: Brie, a nurse, and Ryan, a financial analyst. Outside of work, Christi enjoys spending time with family, hiking, boating, and water sports like wakeboarding and skiing.
SmartVestor is an advertising and referral service for investing professionals (“SmartVestor Pros”) operated by The Lampo Group, LLC d/b/a Ramsey Solutions (“Ramsey Solutions”). Pursuant to an arrangement between Ramsey Solutions, Smith Moore and this advisor, the advisor pays Ramsey Solutions a flat monthly fee to: (a) be a SmartVestor Pro, (b) advertise services through the SmartVestor website and (c) receive client referrals in the form of an initial introduction to interested consumers who are located in this advisor Pro’s geographic region. Smith Moore does not endorse and is not affiliated with Ramsey Solutions, except with respect to the arrangement described above, and neither Ramsey Solutions nor its agents are officers or employees of Smith Moore. Further, neither Ramsey Solutions nor its agents are authorized to provide investment advice or act in any way on behalf of Smith Moore, except in connections with providing your contact information to this advisor. Working with a SmartVestor Pro does not guarantee investment success, and no assurance can be made that working with a SmartVestor Pro will produce better results than working with a financial professional not affiliated with this program.