Christina is a Planner Assistant with Okun Financial Group. In this role, she provides support to Kathie Okun, President and Lead Wealth Advisor and helps service clients with trades, account movement tasks, portfolio modeling support and coordination.
Christina grew up in the Annapolis, Maryland, area in a U.S. Navy family. She worked as a floating teller while pursuing her Associate Degree, during which time she was introduced to the investment management side of the business. After obtaining her degree, she went to work in an operations role with Mercantile Funds, where she took and passed the FINRA Series 6, Series 7, Series 24, Series 26, Series 53, and Series 63 exams. She worked at Mercantile for a decade and was then recruited Capital Financial Group to focus on advisor development and transitions. She remained in that role for four years and was then asked to go to west coast to launch the firm’s operations center in California. During that time, Christina supported 350 financial advisors and managed a team of four operations staff. After a short period of time, she was recruited by Lincoln Financial Advisors to work directly with one of their top advisors in Irvine, California.
When her son graduated high school, Christina began considering relocation options to remain close to him while in college. When he was accepted to Montana State University, she decided to relocate to Montana. During her time in Montana she worked with one of Wells Fargo top Advisors as a seasoned client service professional from 2017 through 2023.
Christina’s son graduated from Montana State University in December 2021 with a degree in Mechanical Engineering and went on to work for Emerson as a field engineer. Christina married in November 2022 and moved back to Maryland with her husband and their four dogs who are “basically her children” now. She also enjoys hiking, kayaking, skiing, and ghost hunting, which makes for an excellent conversation starter!