Senior Wealth Advisor
Phone: (585) 249-2893
Text: (585) 206-2026
Email Christine
Get to Know Christine
Christine is a distinguished Senior Wealth Advisor and Qualified Plans Specialist practicing for over 35 years. She holds the prestigious Accredited Investment Fiduciary (AIF) designation with a commitment to excellence and a deep understanding of fiduciary responsibility. Christine has built a remarkable career guiding clients through complex financial landscapes.
As a Senior Wealth Advisor, Christine specializes in creating customized wealth management strategies that align with her clients’ long-term financial goals. Her expertise in the Qualified Plan Space has made her an invaluable resource for businesses seeking to optimize their retirement plans and ensure regulatory compliance.
Christine holds several key professional licenses, including FINRA Series 7 & 63 (1987) & 24(1998), as well as the New York State Life, Health, & Variable Annuity License (1987). In addition, Christine has extensive experience with banking, cash management, mortgage origination, and personal/commercial lending. These credentials underscore her extensive knowledge and capability in the financial services industry.
Christine’s professional journey is marked by significant achievements and a dedication to ongoing education. She is known for her meticulous approach, unwavering integrity, and the personalized care she brings to each client relationship.
In addition to her professional accomplishments, Christine is deeply committed to community service. She has been a Board Member of the Mary Cariola Children’s Center since 2018 and currently serves as the Vice Chairman and Member of the Advancement Committee. Her previous affiliations include former President and Board Member of the Greece Education Foundation, former Treasurer of The Baytree Homeowner’s Association and former Treasurer for Rochester Monarchs and Rochester Alliance Hockey.
Outside of her professional life, Christine enjoys spending quality time with her family. She cherishes making memories with her husband, Phil; their eldest son, Phil, and his wife, Grace; their 2-month-old daughter, Georgia; their youngest son, Matt, and his wife, Grace. She also enjoys boating, traveling, and walking with her dog, Tito.
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