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Simplified Financial Advice.

Meet Cristina

 

Cristina values the importance of intentional financial goals and strives to help strengthen these skills through relationship management with the families we serve. She enjoys working with new people and working with the team to simplify the complex for every family.

Cristina grew up in Stephenville Texas, where she attended Tarleton State University and earned a bachelor’s degree in accounting. She continued her studies with The American College of Financial Services and completed the Wealth Management Certified Professional course. She then served clients at a partner firm in Texas for four years as a Client Relationship Manager. She enjoys continually learning to best add meaningful value for her clients.

In her free time, Cristina enjoys being outdoors, playing sports, learning new hobbies, watching Marvel movies, traveling, and going to concerts.