With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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Team photo

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Our advisors

Christy H Neill

CFP®, BFA, CRPC, ChFC®, CLTC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Christy H Neill Visit Christy H Neill's website


Our team

Allison Abramson

Allison Abramson

Practice Manager

Roles & Responsibilities

  • Oversees all practice operations and workflow.
  • Manages client communication and escalations.
  • Serves as Christy’s strategic partner to drive key initiatives.
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Alisa Geshka

Alisa Geshka

Client Relationship Director

Roles & Responsibilities

  • Coordinates all scheduling and ensures meeting details are confirmed.
  • Oversees onboarding and handles client service requests with care.
  • Manages operational processes to deliver a seamless client experience.
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Deborah Duval

Deborah Duval

Paraplanner

Roles & Responsibilities

  • Prepares detailed analysis and reports to support client meetings.
  • Participates in client meetings to capture key details and action items.
  • Manages post-meeting follow-up and planning tasks to keep everything on track.
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