Christina joined the firm in January 2007. She works closely with clients on financial planning issues and oversees the implementation of client recommendations. Christina also oversees firm operations including Human Resources, Compliance, and IT-related items. Christina enjoys spending time with her husband, Dave and two children, Joey and Lily. You’ll often find her and her family at the local World Class Taekwondo dojang in Orchard Park working their way to become black belt Masters. She and her family also enjoy camping and biking.

Education:

• Bachelor of Science in Financial Planning, State University of New York at Alfred

Professional Designations:

• Enrolled Agent (EA)
• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Qualified Plan Financial Consultant (QPFC)

Memberships & Community Involvement:

• 2014 Business First 30 Under Thirty Honoree
• Financial Planning Association (FPA) *Board President
• American Society of Pension Professionals and Actuaries (ASPPA)