Christine creates long-term, meaningful relationships with clients. After more than 25 years as an advisor, she is proud to say that many of the clients gained at the beginning of her career are still clients today, along with their children and, in some cases, grandchildren. This is a testament to the lifetime connection she is dedicated to creating with the families she serves.
Christine began her career in 1997 and worked for Merrill Lynch and Wells Fargo Advisors before joining Raymond James in 2021. As a Managing Director, she is primarily responsible for the implementation of the team’s strategic planning process. By working closely with Raymond James’ team of professionals, Christine strives to ensure that all aspects of a client’s financial needs are met – from liability management to planning for retirement and beyond, including legacy planning and philanthropic strategies.
Her investment philosophy centers on minimizing downside risk and she endeavors to help clients to grow and preserve wealth, by providing tailored financial solutions designed for each individual client or family. She achieves this by getting to know clients’ investment objectives, income needs and tolerance for risk through a series of discovery meetings and then developing a custom investment strategy to meet their specific needs. There is no “one-size fits all” approach. Each client has unique goals and consequently should have a unique strategy to achieve them. Christine and her team also review each plan’s performance over time to identify opportunities to adapt to changing markets conditions, life events and updated financial goals.
Christine is from Knoxville, TN. An avid hiker and skier, she has lived in many mountainous locations including Evergreen, CO and Asheville, NC, but she now calls Eagle, ID home. She enjoys spending time outdoors with her husband and son, as well as their dog, Aspen.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.