Focusing on the intersection of operations and business strategy, Christa’s role involves the management of key operational systems and processes. As the Director of Business Operations, she works to optimize workflows, reduce costs, and enhance the overall operational performance of the firm. Christa oversees day-to-day management, identifies areas of process enhancement, and drives business efficiency. She focuses on building a highly inclusive culture that ensures team members can thrive and that organizational goals are met. She is able to build and maintain trusting relationships with clients, staff members, and strategic partners alike.

Christa ensures effective recruiting, professional development, performance management, as well as onboarding, client satisfaction and business retention. Her goal is to ensure that all processes align with the firm’s objectives, are compliant with industry regulations, and are scalable for future growth. Her success can be attributed to her strong analytical, managerial, communication, and leadership skills.

In addition to holding the Series 7 and 66 licenses, Christa has an Ohio Life, Health and Accident insurance license and is a Notary Public. In 2017, she earned the CFP^® certification by successfully completing an approved educational program, as well as passing a rigorous examination and meeting stringent experience requirements. As a CERTIFIED FINANCIAL PLANNER™, Christa has attained the standard of excellence in financial planning by meeting education, experience and ethical standards.

Before entering the financial services industry, Christa attended Syracuse University and graduated as a triple major. She began her career at Wells Fargo Advisors in 2014, where she joined the Wernick Spear group.

Christa is affiliated with many local charities and philanthropic organizations such as the Cleveland Food Bank, Autism Speaks, and Medicine in Mission. 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 she plays in a shuffleboard league. She currently resides in Hudson.