Christy Quintero is the key figure in coordinating all customer service, account processing, and office management matters.
By maintaining efficient office-wide processes and best-practice methods regarding all client services and relations, Christy gives our clients financial confidence, ensuring that all regulatory and ethical standards are constantly met throughout the handling of their accounts. Prior to her ten years at Summit Financial Consultants, Christy completed a one year internship for a registered investment advisor compliance firm, which gave her resources to meet the high expectations of managing client services for Summit Financial.
Christy obtained her bachelor's degree in management with a finance emphasis in 2008 from California Lutheran University. Away from the office, Christy enjoys the outdoors and spending time with her husband Waldo and their two beautiful children.