Get to Know Our Team - Christy Smith

Happy 9-year anniversary to Christy Smith!

If you've visited or called Allied, there's a good chance Christy was the first friendly face or welcoming voice to greet you. As an Investment Assistant, she is often the first impression of our firm—and she sets the tone perfectly.

Christy is truly a "jack of all trades." From helping clients with account openings and service requests to supporting our advisors and handling countless behind-the-scenes details, she plays an essential role in creating a seamless experience for both our clients and our team. She has a remarkable ability to solve problems quickly, anticipate what's needed, and make people feel cared for along the way.

Clients appreciate Christy's responsiveness, attention to detail, and calm, reassuring approach. Our team values her reliability, positive attitude, and willingness to jump in wherever she's needed. Simply put, Allied wouldn't be the same without her.

As we celebrate Christy's 9-year anniversary, we'd love for you to get to know her a little better:

📍 Where were you born?

Billings

🏡 Where did you grow up?

Billings

🤝 What do you enjoy most about serving clients?

Visiting with clients and learning a bit about how they got to where they are in life and what's happening in their lives today. I also enjoy finding swift and accurate solutions to the questions or situations they bring to us.

💙 What do you enjoy most about working at Allied?

My outstanding coworkers and the opportunity to serve clients who are proactively planning for their financial futures. As a comparison, my spouse works in healthcare, where his patients may be dealing with serious illness, pain, and understandably difficult circumstances. I feel fortunate to work alongside great people while helping clients prepare for some of life’s most exciting possibilities.

🌿 What do you like to do when you're not working?

Planning my next vacation, walking our dogs, gardening, reading, and working puzzles. I'm probably not the liveliest person in the office 😊

♨️ Favorite Montana or Wyoming destination?

Yellowstone Hot Springs with takeout from Gil's Goods in Livingston.

🍝 Favorite local restaurant?

Ciao Mambo—for the bruschetta!

☕ Coffee or tea?

A hot latte, no flavor.

✈️ One fun fact most people don't know about you?

I'm looking forward to a trip to Egypt in November!

Congratulations, Christy, on nine incredible years with Allied! Thank you for the kindness, care, and dedication you bring to our clients and our team every single day. We're so grateful to celebrate this milestone with you.