Business Philosophy and Background
Dedicated to helping you achieve your financial goals, Christine brings comprehensive knowledge about planning, investments and insurance. She concurs with Benjamin Franklin who said: “An investment in knowledge always pays the best interest.”
Beginning her career in financial services that spans more than 20 years, Christine has been honored to serve many in capacities such as accounting, tax preparation, and financial consulting. She is committed to listening first, then explaining and educating. Next, she tailors strategies to your specific needs and goals, helping to ensure confidence in your financial future. Finally, she lends support along the way, measuring progress to goals, on your clear steps to success.
Raised in Milwaukee, WI, Christine is one of eight children growing up in a robust Irish family where she learned the values of understanding, cooperation, flexibility and competition. She graduated with an Associate in Applied Science – Accounting degree, earning the Academic Achievement Award of her graduating class. In her free time she enjoys playing golf, cycling and spending time with family and friends.
Areas of Focus
- Professional partnerships with CPAs, attorneys, Tax Professionals, and others who focus on providing value-driven client solutions
Registrations & Designations
- Licensed in WI to offer: Life & Health Insurance
- FSI (Financial Services Institute)
- PTK – Phi Theta Kappa
- CLCF – Cedar Lake Conservation Foundation
- WI Nature Conservancy
- MOWA (Museum of WI Art)
- Rivershores YMCA