About Christy Gregory

Christy entered the financial industry via a nontraditional, circuitous route. She studied biochemistry at Smith College with the ultimate goal of doing medical related research. After college, she worked at Sanford C. Bernstein and Company (a boutique investment firm in New York City), which gave her an introduction to the financial services industry. In all honesty, she did not do this because she foresaw a future in industry, but because she wanted to live for a year in NYC before heading back to school.

Christy returned to school earning her Masters degree in Health Administration from Indiana University. While she ended up working in healthcare, she was drawn to a more business related capacity, working in the strategic planning and business development departments of a couple of major health systems in Chicago and Indianapolis. While she enjoyed this work tremendously, she was often frustrated by the lack of follow through on the plan she helped to create. Plans and projects were often handed off to other teams to be implemented, and her team had limited involvement after their design. Despite this limitation, she is thankful for the experience as it helped her to hone her research and planning skills, which have served her tremendously well in the financial services industry.

Parallel to her healthcare career, a family member charged her with the task of finding a better way to manage his personal savings and his company’s retirement plan. He had learned about the academic approach to investing utilized by Dimensional Fund Advisors (DFA), and challenged her to find a business model to begin a practice in this manner.

In an effort to understand the industry and the best way to enter it utilizing DFA, Christy embarked on a grand scale research project, reading numerous books, including A Random Walk Down Wall Street by Burton Malkiel, and talking to professionals in the industry. All this research was tremendously interesting, but provided few suggestions about how to enter the industry as a financial professional and put these ideas into practice. She received several job offers from traditional brokerage firms and insurance companies, which would require her to push actively managed investments and insurance products. Despite the potential for lucrative earnings, she resisted because she wanted to go about it the “right” way from the beginning.

She ultimately started her own fee-only, independent firm (that became a Registered Investment Advisory firm) and teamed up with Matson Money from Cincinnati, Ohio.  She was drawn to Matson Money because they enabled independent advisors to access and implement the academic approach to investing that she had been seeking for her clients. This investment system is firmly grounded in 60 years of academic science research and employs structured mutual funds in asset classes all over the world.  This approach removes speculation from the investment process.

As a result of her unorthodox career trajectory, Christy is a unique financial professional. She has never held a more traditional sales position (in either the insurance or brokerage side of the industry).

Christy earned the CFP^® designation and also holds the Accredited Investment Fiduciary^® (or AIF^®) professional designation. While Christy works with all types of clients, her personal experience as a business owner and woman makes her particularly passionate about working with these groups.

Christy is a member and officer of the Zionsville Optimist Club.