Christy Rainesage 32
President, Azimuth Wealth Management Inc.
Many of the skills Christy Raines developed during frigid mornings on the St. Joseph’s River in South Bend, Ind., have served her well as an investment adviser.
Ms. Raines walked on to the rowing team at the University of Notre Dame, where she studied accounting. She has demonstrated the same talent and hard work in establishing an investment advice business that she showed rowing for the Fighting Irish.
“You have to have a special kind of drive to build your own practice — and the tenacity to stick with it,” Ms. Raines said.
The biggest hurdle she has overcome in running Azimuth is relocating frequently, thanks to her husband’s career in the Air Force. She has found that geographical distance can be overcome by establishing a bond with clients. That begins by clearly disclosing how much they’re paying.
“I’m very fee-sensitive,” said Ms. Raines, currently in Denver. “That engenders trust with people.”
That’s the key to keeping her clients no matter where she moves.
“Once people find someone they trust in this line of work, they don’t want to give you up,” she said. “The geography is just not as important.”
She helps people in need beyond her clients with financial planning. She conducts classes at bases for those married to service members on the nuances of military compensation and retirement benefits.
“Most spouses don’t understand it,” she said.
— Mark Schoeff Jr