Christina works with clients on all aspects of the financial planning process. She enjoys working with Millennials and gen Xer’s, creating life plans, utilizing emergency fund savings/budgeting, debt management, retirement plans, insurance, 529 college savings plans. She is also a great resource for baby boomers in long term health care planning. Christina has a true gift in educating and explaining investment choices to our clients.
Innovative and creative; she loves planning and coordinating our many client events. Christina has a knack for coming up with client appreciation ideas and coordinates client events for Vision Wealth Management Inc.
Christina oversees the entire client experience in addition to the financial planning process. She is responsible for preparing and processing paperwork, including anew account paper work, including new account transfers, beneficiary changes, and required minimum distributions (RMD). Clients know that Christina does everything possible to insure their account is handled efficiently.
Christina has an extensive back ground in Insurance. She worked in the insurance industry for 8 years prior to coming to Vision Wealth Management. While working in the insurance industry Christina got her Agribusiness and Farm Insurance Specialist Certification. The AFIS Certification is the foremost professional designation for specialists in the agricultural and farm insurance industry. Christina holds her Series 7 and 66 registrations through LPL Financial. She also has a Long Term Care Insurance Certification. Christina enjoys helping others; coupled with her prior work experience she is Vision Wealth Management’s “go to girl” for Long Term Care reviews and illustrations. Christina’s strengths are attention to detail, follow-up, & task completion, which makes her well, suited for her current role at Vision Wealth Management.
In her free time Christina enjoys traveling, being with friends, camping, and above all else, spending time with her adoring husband Geoff and their two sons.
Securities and advisory services offered through LPL Financial, a Registered Investment