Phone : (631) 218-0077
Email : firstname.lastname@example.org
As Senior Wealth Advisor, Christine’s primary role is comprehensive financial planning for new and existing clients. This involves working with clients to help them define their goals and then design a strategy aimed at achieving their goals. She also works with clients through the implementation of their plan and continually monitors their progress.
If you weren’t in your current profession, what would you choose to do?
If I weren’t a financial planner, I would be a teacher. I enjoy working with people and feel I am good at explaining complex concepts in a way, so others can understand the strategy or idea we are discussing.
What’s your favorite quote?
“The best things in life are not things.”
Tell us about an unforgettable place you have travelled?
In 1996, we flew to a small island off the eastern coast of Australia called Lady Elliott Island. It is an island on the Great Barrier Reef. We saw all sorts of amazing sea life, including brightly colored corals and huge manta rays, while snorkeling on the reef, right from the beach. We were there during nesting season and watched a sea turtle endure the long and laborious process to lay her eggs and return to the water.
What’s the one place that inspires you?
The beach; I love to watch and listen to the constant flow of waves crashing on the shore.
What was the best souvenir you brought home from a vacation or trip?
A small, 4-inch statue of Mickey Mouse that I got on a family vacation to Disney World in 1976. I still have it.
What will we always find in your fridge?
Ice cream in the freezer.
What are your favorite website(s)/apps?
Pinterest and Houzz for home décor and craft ideas to do with the kids. I love the National Geographic for the always interesting articles and for the many places it takes me to through their beautiful pictures.
What are you most grateful for?
My daughters, Emily and Julia…they were a long time coming and ever so thankful they are here. Also, for my husband who always keeps us laughing!