Christina joined LPL Financial in September 2016 as an LPL Registered Administrative Assistant. In this capacity her duties include preparing update materials for your annual and semi-annual portfolio reviews, account maintenance, portfolio re-allocations, and assisting Steven in the completion of comprehensive financial plans. She also works as a liaison between clients and Steven to ensure clients’ needs are addressed fully and promptly. She generates and manages all the paperwork required to process distributions from an account, transfer accounts, open new accounts, place trades and set up online access. Christina plays an integral role in making sure the company operates smoothly and efficiently.
In addition to her administrative duties, she is very active in coordinating meetings, interacting with clients, associates, and other professionals.
Christina began her career in the financial industry back in 1995 with JP Morgan Chase Bank, N.A. where she worked first as a Relationship Banker for 15 years, and then as a Private Client Investment Associate for over 6 years. She holds FINRA 6, 7, 63 and 65 securities registrations with LPL Financial as well as Life and Variable Contract licenses.
Christina and her husband, Paul, have been married for over 17 years and reside in Lockport. They have two children, Joseph (14) and Jake (11). She enjoys traveling, attending all her children’s sporting events, doing crossfit, and spending as much time as possible with family and friends.