Family office clients
Christy has been with Tonneson over three of her 17 years of professional experience. Her primary focus is building and maintaining relationships with high net worth individuals and families. She manages all accounting matters to support the complex needs they encounter on a day-to-day and an annual basis. This involves capturing all transactions, providing a full range of analytical reports and working with the tax team to ensure accurate filings.
Christy also serves as the intermediary between personal and investment bankers, attorneys, private investment firms and other trusted advisors with whom her clients work. She employs an open, communicative approach to building relationships with her clients that is based on listening, being present and having a holistic understanding of the individuals and families she serves.
Christy has completed coursework at the University of Massachusetts Lowell and Northern Essex Community College. She is currently continuing her studies in business/finance at Southern New Hampshire University. Christy is a member of the Massachusetts Society of CPAs (MSCPA). Outside of her daily responsibilities, she is involved in the firm’s networking and training initiatives.
Christy resides in North Andover, Mass. with her husband and three children. She loves watching her daughters play soccer, attending her son’s swim meets and coaching softball. When it’s time to get away, two of her favorite vacation spots are Myrtle Beach and the Caribbean.