Christine has over 15 years of experience working exclusively with high net worth families and business owners, designing and implementing insurance solutions to meet personal, business and charitable planning needs.   She particularly enjoys teaming up with other advisors and working with women of wealth.  Through her holistic approach to risk management, Christine has been successful creating insurance plans that mitigate a variety of risks.  

Since she started her career designing tailor-made insurance plans, Christine has a strong background in advanced planning techniques and product analysis.  Her understanding of the insurance industry landscape has been instrumental in her success advising clients.  

Additionally, Christine is responsible for the firm’s strategic marketing, leads firm wide business process development, and also manages the firm’s team. 

Christine earned dual majors in finance and journalism from Miami University, graduating Cum Laude. She holds her life and health insurance license, along with FINRA Series 7 and 63 registrations.  Christine is a board member of the Miami University Cleveland Alumni Chapter, where she created and currently leads the Miami Women's Network, providing programing to help local Miami women connect, learn, and grow.  Christine is also a Regional Ambassador for M.I.A.M.I Women, a board member of the Northern Ohio Charitable Gift Planners, a member of the Estate Planning Council of Cleveland, and an active volunteer for the Arthritis Foundation.  

Cleveland Office

7005 South Edgerton Road, Suite 101
Cleveland, OH 44141

Phone: 440.630.9400 Fax: 440.630.9401