Christine has 33 years of experience in the wealth management industry, she brings unparalleled expertise and dedication to her role. She holds both the Series 7 and Series 63 securities licenses, which reflect her deep commitment to professional excellence and client success.
At the firm, Christine plays a vital role in ensuring the administrative and advisory needs of each client that is met with precision and care. Her long tenure has allowed her to develop a deep understanding of each family’s unique needs, and she is unwavering in her mission to provide timely, effective responses to their requests.
In addition to her client-facing responsibilities, Christine’s leadership and expertise make her an invaluable resource for training new team members and onboarding advisor offices. Her dedication, experience, and personal touch are instrumental to the firm’s success and the satisfaction of its clients.
As the proud mother of triplets, Christine’s financial and business acumen often serves as a guiding light for her children as they navigate early adulthood. Known for her incredible cookies, she frequently gifts her homemade treats to friends, family, and neighbors, bringing joy and warmth to those around her.