My goal is to improve the probability of your financial success by focusing on doing the basics really well. Throughout the process, I am committed to taking complicated information and making it easy for you to understand.
How I Can Help
I specialize in providing clients with customized and knowledgeable recommendations that help them plan for their unique financial futures. My areas of expertise include retirement planning, wealth management, financial planning, investment strategies, long-term care planning, trust services and more. I am committed to building long-lasting client relationships by maintaining the highest standards of quality, professionalism and integrity.
I was selected to be a founding member of Northwestern Mutual’s Private Client Group—a specialized group of expert advisory teams who provide an elevated private wealth management experience for their clients.
Christina moderating a panel with Brent Schutte, Chief Investment Strategist, and Ron Joelson, Executive Vice President at NM & President of NMIMC, at Northwestern Mutual's Forum 2021 — which recognizes individuals for an outstanding year of helping clients plan for and achieve financial security.
What Makes Me Knowledgeable
I joined Northwestern Mutual in 1993, and I have been a top Private Wealth Advisor with the firm for nearly two decades, ranking among the top three nationally on multiple occasions. Additionally, I have been widely recognized for my achievements in the financial industry.
See a List of Awards and Recognitions
I am proud to represent the Northwestern Mutual field force through my volunteer work as a board member on two key Financial Representatives Association (FRA) committees: the FRA Wealth Committee and the FRA 50+ Committee. I currently serve as the treasurer for the local NM-Chicago Financial Representatives Association. Additionally, I have contributed my expertise as a member of the FRA Annuity Committee.
Before I graduated from Elmhurst University with a B.S. in economics, I attended Shimer College starting at age 16 through their early entrant program, and I studied in Oxford, England, via their junior year abroad program.
Certifications and Designations
Over the course of my career, I’ve helped hundreds of clients retire successfully and learned a lot along the way. I combine this real-world knowledge with my industry credentials to bring you a diverse and well-rounded wealth of experience. My credentials include:
Certified Financial Planner®
This certification identifies individuals who have met rigorous professional standards and agree to adhere to the principles of integrity, objectivity, competence, fairness, and confidentiality when dealing with clients.
What it means to you: I am prepared for a career-long commitment to meeting your ever-changing financial needs.
Certified Private Wealth Advisor®
This highly advanced credential was created specifically for wealth managers and advisors who work with high-net-worth clients.
What it means to you: I understand the challenges of significant wealth and can help you navigate these issues effectively.
Chartered Life Underwriter®
This designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals.
What it means to you: I can provide knowledgeable and ethical advice regarding your life insurance choices.
Chartered Financial Consultant®
This designation focuses on the financial planning process as an organized way to collect and analyze information on your financial situation; to identify and establish specific financial goals; and to formulate, implement and monitor a complete plan to achieve those goals.
What it means to you: I have the in-depth knowledge and skills needed to provide comprehensive financial planning targeted exclusively toward your objectives.
Chartered Advisor for Senior Living®
This designation focuses on the unique needs of mature clients and provides information on a full range of financial, health, psychological and sociological issues confronting older clients.
What it means to you: I have a thorough understanding of health and health care, long-term care insurance, planning for pension distributions, federal estate taxation, counseling on key family decisions, and more.
Retirement Income Certified Professional®
This credential focuses on helping clients transition from accumulating assets to creating a sustainable livelihood in retirement.
What it means to you: I bring insight into retirement portfolio management techniques, annuities, employer-sponsored benefits plans, Social Security issues, and other key topics related to retirement.