Christy Trego
Chief Operating Officer
Staff nickname: C$ Enneagram: 1 or 3 Emoji: thumbs up
Strengths: Relator | Learner | Responsibility | Analytical | Focus
Causes she supports: Kids Boost, and Woodstock City Church (her local church)
Her Motto: “Your attitude is the difference between an ordeal and an adventure.”
Christy’s unique ability is to break things down, build a process, and consider the implications so that we are proficient in achieving our goals. As GIA’s COO, she is using her gift of creating processes to oversee the operations and coordinate the different teams to align with the company’s overall vision and goals.
Christy graduated from Indiana University School of Business with a degree in Computer Information Systems – from a time before the internet changed the world. She worked on programming computers and integrating them into business. Her first job was at a healthcare consulting firm and she implemented systems to help administer health care packages, specifically building the computer system to make that happen.
Her passions revolve around travel because she believes, “We all become better people when we travel, learning from different perspectives of the world and coming to understand who you are in the world.” She enjoys learning new things and is constantly learning about the world, history, and herself. Her love for travel led her to become a business owner and to open Expedia Cruises travel agency, which she recently closed after Covid changed the travel industry.
If Christy could share one message with the world – “You are never too old to set another goal or to dream a new dream” – Malala Yousafzai
One lesson she keeps relearning – “Just because you can doesn’t mean you should.”
When she looks at herself and the life she lives, Christy is most proud “that my husband Reid and I have been really good stewards of the gifts we’ve been given financially, we’ve made good humans, and cultivated a beautiful marriage. I am proud that our life isn’t boring, we have done a lot of different things and are not afraid to flip the script and do something new.”
What question do you love to ask people – “How do you feel about that? I like this question because I don’t want to project what I think someone should feel about something.”
Why do you like working for GIA? – “I love the culture Tim Goodwin has created and I like being around like-minded, positive, growth-oriented, and success-minded people. I love that we have such a great team that does what they say they are going to do, and continuously works toward ways to make it better.”
Favorite books:
Pillars of the Earth – Ken Follett
Sacred Rhythms – Ruth Barton
how to hire us
STEP 1
schedule your intro call
Reach out to us to schedule a complimentary introductory call. We’ll discuss your financial needs and goals and together, we can decide if our services are best tailored to your needs.
STEP 2
meet with a CFP® professional wealth advisor
In a free consultation, one of our advisors will discuss managing your investments and get a better understanding of your current financial situation and retirement goals. We’ll also explain how we can partner to create a personalized financial plan and guide you as you pursue a meaningful retirement.
STEP 3
achieve your retirement goals
Once you have decided to move forward with our services, our team will get to work on designing your retirement plan and implementing your wealth management goals so you can enjoy peace of mind and focus on living your life, confident in your journey towards a secure financial future.