Christine brings close to 15 years of experience in the insurance industry into her role as Vice President of Operations & Marketing.  Christine has spent her career working exclusively with high net worth families and business owners, designing and implementing life insurance solutions to meet personal, business and charitable planning needs. 

Christine works closely with advisors to help address the diverse planning needs of their clients.  She particularly enjoys working with women of wealth and female business owners, helping them create risk management plans to protect their families and their businesses. Christine has a strong background in advanced planning techniques and product analysis, as she started her career designing tailor-made insurance plans.

Christine is responsible for the firm’s strategic marketing and also leads firm wide business process development in addition to managing the firm’s team. Christine is passionate about improving the overall client experience through the development and implementation of new technologies. Christine earned dual majors in finance and journalism from Miami University, graduating Cum Laude. She holds her life and health insurance license, along with a FINRA Series 7 registration.

Cleveland Office

7005 South Edgerton Road, Suite 101
Cleveland, OH 44141

Phone: 440.630.9400 Fax: 440.630.9401