CFO • Securities Licensed
Christine is the CFO and joined the firm in 2008. Chris handles the business bookkeeping and budgeting, mutual fund maintenance, client paperwork, with her favorite role of client interaction. Chris takes special effort in caring for the firm’s clients. Chris holds a License for FINRA Series 6. Chris lives in Liverpool. In her spare time she enjoys traveling to visit her children and grandsons, quilting and crafting, gardening and spending time with family and friends.