As Branch Operations Associate at Prescott Financial, Chrissy Oakley plays a vital role in ensuring the firm operates efficiently and delivers exceptional client experience. She supports the firm through account maintenance, new business processes, life insurance underwriting, and all aspects of the client onboarding process.

With experience in the financial industry since 2005 when she joined Waddell & Reed as the Head Office Administrator, Chrissy brings nearly two decades of operational expertise and client service excellence to her role. She streamlines back-office services to promote proper functionality and a positive user experience, while managing document processes to ensure accuracy and compliance with company policies and procedures.

With an educational background in graphic design, Chrissy brings creativity to website design, marketing collateral, and advisor initiatives.

Born and raised in Florida, Chrissy is married and has one daughter and a Bichon Frise. Outside of work, she enjoys dancing, technology, film, Pilates, and spending time with her family. She is also an avid football and baseball fan who rarely misses a game during the season.