Christy Pedersen

Christy’s passion for finance stems from her desire to empower others to use their financial resources to fulfill their unique life goals and aspirations. She believes in creating strong, trust-based relationships, often likening her approach to that of a close friend with expert knowledge. She focuses on education and coaching, helping clients feel more secure during market fluctuations.

While no two days are alike at JMG Financial Group, Christy generally spends time interacting with clients regarding their unique and ever-changing personal circumstances, monitoring their financial plans and ensuring tax efficiency. She also stays alert for unexpected opportunities that may arise and works closely with JMG’s client and advisor support team to execute these plans effectively.

Christy brings more than 20 years of experience in investment and wealth management to JMG. She began her career in mutual fund accounting and has held significant roles in institutional and wealth management. She spent more than 11 years with UBS Global Asset Management as a senior buy-side equity analyst and managing director on the institutional investment side, before transitioning into wealth management at firms such as TIAA-CREF and Whitnell/Rockefeller Capital Management.

Outside of work, Christy enjoys spending time with family and friends, walking in her neighborhood, and listening to historical fiction audiobooks.