As the New Business Processor, Christina helps clients navigate the onboarding process, setting them up for success as they establish the customized portfolio that their retirement deserves.
As Office Manager, Christina helps our staff do their best and fills in where/when needed; so you may see her at a seminar helping out, or hear her on the phone helping to facilitate a client request.
With her background in Human Resources, there has yet to be a form she hasn’t been able to figure out, and a challenge she hasn’t been excited to try and tackle. When she is not at work, Christina enjoys spending time with her partner or working on her crafts.
If you know of a friend or family member who needs our services, please contact us and we will be happy to help them.
Call or email our office today to set up a Free Financial Analysis!