Christina has over 15 years of experience with the team at Catalyst Wealth Advisors and is responsible for managing all of the firm’s administrative processes as well as providing front line customer service.
Having worked at financial firms for the bulk of her career, Christina understands the unique needs and sensitivities that clients bring to wealth management relationships. As a primary point of contact, she manages online account registration, coordinates the fulfillment of document requests and provides updates to clients on all operational and administrative issues.
Christina is a meticulous administrator, values her good rapport with clients, follows up on every task religiously and keeps the entire office running smoothly. As the primary client service advocate at Catalyst Wealth, she’s usually the first point of contact at the firm and is quick to respond when questions or needs arise.