Christine joined Summit Planning Group in 2005 as the firm's Office Manager / Paraplanner. She has over 20 years experience working in the financial planning and insurance industry.
In her role as Office Manager, Christine is responsible for managing the operational workflow of the company. She is also responsible for establishing and maintaining office compliance procedures to ensure the company and each advisor meets or exceeds compliance standards set by the Securities and Exchange Commission (SEC), FINRA and the State of Connecticut.
As Summit's Paraplanner, Christine constructs the cash flow modeling for Summit's financial plans and is responsible for the investment administration and research of the LEVEL 7 PORTFOLIOS . She communicates directly with the firm's clients and other vendors to assist the needs of Summit's clients in order to provide them with expedited customer service.
Prior to joining Summit Planning Group, LLC, Christine worked in the insurance industry for 12 years as a project manager/programmer for the commercial property/casualty and financial services divisions.
Christine is a graduate of Central Connecticut State University with a bachelor's degree in Finance and studied international finance at the University of Hertfordshire in the United Kingdom. Christine is securities licensed with the Series 6 and 63 licenses.