“You are what you do, not what you say you’ll do.”

Christina is a licensed and registered professional who serves as a trusted resource for clients, available to answer questions and assist with a wide range of service needs. While her primary focus is financial planning and investment analysis, she brings broad knowledge across many areas of client service. Christina genuinely enjoys getting to know clients, understanding their goals, and helping them feel confident in the decisions they make.

When a request requires additional expertise, Christina builds momentum through collaboration—working closely with internal consultants and service teams to deliver fair, timely, and efficient solutions. As a lead contact for THE PATH’s holistic planning clients, she is passionate about working hand-in-hand with individuals and families as they define and act on their financial goals. She listens closely to each client’s “why” and regularly checks in to ensure plans stay aligned with evolving priorities. Providing a high-touch, concierge-level experience is central to how Christina supports every client relationship.