Christa serves in a dual capacity as both a Wealth Advisor and Director of Operations, combining client-facing financial guidance with strategic oversight to ensure the firm operates efficiently and delivers a consistently high level of service.

As a Wealth Advisor, Christa provides clients with thoughtful, fiduciary-based advice tailored to their long-term financial goals. She works closely with individuals and families to develop integrated financial strategies that bring together investment management, retirement planning, and broader wealth planning considerations. Her approach focuses on building lasting relationships and helping clients feel confident and well-informed as they navigate important financial decisions.

In her role as Director of Operations, Christa helps lead the systems, processes, and client service initiatives that support the firm’s commitment to exceptional service. Her unique perspective—working both directly with clients and behind the scenes—allows her to ensure that the firm’s planning process remains both highly personalized and seamlessly executed.

Known for her attention to detail, organization, and dedication to client care, Christa is passionate about helping clients simplify complex financial matters and maintain clarity around their financial future.

Christa holds FINRA Series 7 and 66 registrations as well as life, health, and disability insurance licenses in Ohio. She is also a CERTIFIED FINANCIAL PLANNER™ professional and a Notary Public.

After graduating from Syracuse University, Christa returned to Cleveland and now resides in Hudson with her fiancé, Stephen. She is a member of the NE Ohio Alpha Xi Delta Alumnae Association and the Junior League of Cleveland. In her free time, Christa enjoys hiking, going to local farmer’s markets, and playing in a shuffleboard league.