Christina M. Horsley

Client Relationship Advisor

Christina is licensed and registered so she is available to answer questions and assist clients with almost any requests they may have. When she does not know the answer, she builds energy working with our service teams and internal consultants to generate a fair and efficient resolution. Christina is also a lead contact for our holistic planning clients and gets excited to work hand-in-hand with them as they define and act on their financial goals. Christina listens closely and has a desire to get to know each individual and their “why”, often checking in for updates on stated financial goals. She is excited to do her part to provide you with superior concierge service and genuinely cares about your goals and aspirations.