Christina helps clients navigate the onboarding process, setting them up for success as they work with us to establish the customized portfolio that their retirement deserves.

As Office Manager, Christina helps our staff do their best and fills in wherever and whenever she is needed. You might see her helping at a seminar, or you might hear her on the phone answering your question or facilitating your request.

With her background in Human Resources, Christina has yet to come across a form she couldn’t figure out or a challenge she couldn’t tackle. Outside the office, Christina enjoys spending time with her partner and working on her crafts.