Designations and Licenses

Christina is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Financial Counselor® and a Certified Divorce Financial Analyst®.

Experience and Education

Christina specializes in the psychology of financial planning, estate planning and divorce finances. Her financial planning style is comprehensive and evidence based, with a focus on life planning and innovation.

Christina holds a Ph.D. in personal financial planning from Kansas State University. She is passionate about facilitating emotional intelligence (EQ) and communication skill development for wealth advisors. She believes that by equipping advisors with evidence-based communication skills, they will enhance the client experience, foster stronger relationships and deliver more successful outcomes. Her academic work has been published in the Journal of Financial Planning and Counseling and the Journal of Financial Planning, among others.

Personal Interests

Away from the office, Christina approaches her role as mom with love and laughter and enjoys getting lost in a book or exploring far-away lands. She has a soft spot for the elegance of ballroom dancing, the drama of telenovelas and the simplicity of a good, long walk.