Christy Wempe

Director of Operations, Mergers

Lisle

"The best part of my job is building meaningful relationships and working alongside like-minded team members who are as dedicated as I am to making a difference in the lives of our clients."

As the Director of Operations in Mergers at Mission Wealth, Christy Wempe is entrusted with managing the intricacies of merging advisors and teams, facilitating smooth transitions that empower our collective success.

Christy provides support and guidance for our merger partners, understanding their unique needs and tailoring integration strategies to ensure a positive experience for the advisors, their teams, and their clients. Having joined Mission Wealth through an integration herself, she brings firsthand experience and a skill set to navigate the complexities of mergers with precision and efficiency.

"The best part of my job is building meaningful relationships and working alongside like-minded team members who are as dedicated as I am to making a difference in the lives of our clients."

As the Director of Operations in Mergers at Mission Wealth, Christy Wempe is entrusted with managing the intricacies of merging advisors and teams, facilitating smooth transitions that empower our collective success.

Christy provides support and guidance for our merger partners, understanding their unique needs and tailoring integration strategies to ensure a positive experience for the advisors, their teams, and their clients. Having joined Mission Wealth through an integration herself, she brings firsthand experience and a skill set to navigate the complexities of mergers with precision and efficiency.

Learn About Christy Wempe

Professional Background

With years of experience working with local, national, and international companies, Christy Wempe brings a wealth of knowledge to her role. Her expertise in supporting clients and ensuring their success has made her an asset to the team.

Christy holds a bachelor's degree in English with a minor in Italian from Northern Illinois University.

Personal Pursuits

Christy loves to immerse herself in books and explore different genres during her leisure time. As an enthusiastic traveler, she enjoys discovering new places, cultures and trying new cuisines. She also has a passion for baking and creating delicious desserts. Christy cherishes the company of her two furry companions and spends quality time with them whenever possible. To learn more about Christy, check out this 2021 Mission Wealth interview.

Community Impact

As a member of the Women on a Mission group, she is part of an array of female team members that offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment.

Opportunities at Mission Wealth

Mission Wealth is 100% employee-owned. We are passionate about continuing to expand our ownership group with individuals who are excited about building a firm of permanence with a thriving team culture and caring client service approach.

LET'S GROW TOGETHER

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About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.

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