As a Senior Financial Planner, Christine works closely with the advisory and financial planning teams in assessing clients’ current financial situations and assisting in planning, rebalancing, and reallocating client assets to help meet their unique financial goals.
Christine develops a personal rapport with our clients to understand their specific tax, insurance, and estate planning needs. She draws upon her considerable experience to find timely solutions to meet and exceed our clients’ wishes.
Christine graduated cum laude from Madison University with a BS in marketing. She joined Addessi Financial Partners in 1994 where she began cultivating her career as a leading financial professional.
Christine is a CERTIFIED FINANCIAL PLANNER® professional, an Enrolled Agent, and a Chartered Mutual Fund Counselor℠. In addition, she holds FINRA Series 7, 24, 63, and 65 securities registrations. She is also licensed to offer health, life, and variable insurance contracts, including long-term care and disability policies. Christine is a Registered Representative with Commonwealth Financial Network®.
Christine and her husband have two sons, one in the Air Force and one in the Marine Reserves. When she isn’t in the office, Christine enjoys spending time with her family, movies, hiking, biking, birding, camping, and playing board/card games.