With more than a decade of experience in the financial services industry, Christine provides financial guidance by being a “Personal CFO” to many high net worth families, small business owners and professionals. Christine prides herself on forming lifelong relationships with her clients and taking a thoughtful, patient and caring approach. As a CERTIFIED FINANCIAL PLANNER™ professional, Christine strives to provide her clients with a complete wealth management experience.
Director of Wealth Management
With over 18 years of experience in the wealth management industry, Frank is dedicated to providing comprehensive, objective financial advice to his clients. He works with affluent families, small business owners and successful professionals, with a particular interest in families with special needs children. Holding both the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation and an MBA, Frank brings a unique skill set of technical knowledge and business know-how in helping his clients achieve their long-term goals. Frank seeks to help his clients build wealth, not only from a financial sense, but also from a life perspective.