Christy Matzen

Christy Matzen is the current Director of Financial Planning at Zoe Financial. Christy has 11 months of experience in this role. Prior to their current position, Christy worked at Goldman Sachs Ayco Personal Financial Management for 6 years and 7 months. Her roles at Goldman Sachs included Vice President, Manager of Quality, Training & Development, Regional Training Coordinator, and Financial Planner. Christy also has experience as an Associate Planning Manager at The Capital Chart Room LTD, where they worked for 2 years. Christy's experience also includes a role as a Community Advisor at Texas Tech University, where they were responsible for mentoring 50 women and executing programs that emphasized civility, character, achievement, engagement, and independence. Christy began their professional career as an Intern at The Capital Chart Room LTD, where they worked for 4 months.

Christy Matzen attended Texas Tech University from 2009-2012, where they studied Personal Financial Planning. Christy also has a FinTech Law and Policy certification from Coursera and is a licensed financial planner with both the Series 7 and Series 66 certifications from FINRA.

Christy Matzen has a team of colleagues who work with their in the financial planning department. This team includes Alexandra Rodriguez Correales, Jeffrey Neikrie, Dillon Ferguson, Alexander Kemp, and Jake Cogan.