Christy Santaella

Manager – Accounting & Human Resources

We met Christy when she was the primary contact for one of our retirement plan clients. When this client downsized, we took advantage of the chance to have her on our team! Christy started with us in 2010 as an Assistant Administrator, while lending a hand in our Distribution and New Business Departments. After a few years, she was able to gain the knowledge needed to be promoted to the Plan Administrator role. Understanding how retirement plans work, the importance in clear and timely communication and our account billing structure have helped her succeed in her new role as our Accounting and Human Resources Manager. Christy now handles all of our day to day accounting and Human Resource tasks.

Outside of the busy office, Christy loves spending quality time with her family. She enjoys watching her kids at their sporting events, and when the weather gets nice they love camping and fishing!