Capstone Wealth Management is proud to have Partner and LPL Financial Advisor Christine as a member of their team. Christine values the personal relationships she has built with her clients over her 30-year career in the financial services industry. She takes pride in learning each of her clients’ unique financial situations and develops customized strategies to help them pursue their financial goals.
With a focus in financial, retirement, and income planning, she proactively works to educate the community on retirement planning and tax strategies to help them minimize their tax liabilities while planning for retirement and during retirement. Christine is passionate about providing personalized service to each of her clients and enjoys meeting with them and providing them with flexibility, often traveling to meet where convenient.
Christine started her career in the financial services in 1988 as a sales assistant. As she advanced her career, she became a fully licensed
financial advisor for JP Chase Morgan in 1994. During this time, she received awards for Outstanding Customer Service and Support in 2001, 2004, and 2009-2015. Christine wanted to expand what she could offer her clients outside of an institution setting and in 2016, became an independent financial advisor working for LPL Financial. In 2019, she was recognized as a Five Star Wealth Manager*.
Christine studied at Ferris State and Macomb Community College and holds her FINRA Series 6, 7, 63 and 66 securities registrations with LPL Financial. Christine is married to her wonderful husband Craig, and together, they are the proud parents of their two children, Warren and Leah. In her spare time, she enjoys reading, spending time with her grandchildren, and traveling to her family cottage in Oscoda.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2019 Five Star Wealth Managers.
Securities and financial planning offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.