As a CERTIFIED FINANCIAL PLANNER® professional with more than 20 years of financial services experience, Christine works as a Paraplanner at ShorePoint Advisory Group. With a strong focus on retirement planning support, Christine researches and analyzes how to best use distributions from investments to support our goal of helping families address their income needs in retirement.

Born in Boston, and raised on the North Shore of Massachusetts, Christine graduated from Bucknell University with a Bachelor of Science in Business Administration. She completed the Boston University Financial Planning Program in 2003. Christine worked for Boston Private Bank & Trust Company in their Wealth Management division and for Webster Private Bank as a Relationship Manager. In this role, she served the investment management, banking, lending, planning and fiduciary needs of high-net-worth clients.

Christine and her husband Bill live in Boxford with their two children. They enjoy boating, beach life, and traveling together as a family.

Professional Designations, Certifications, Registrations, and Licenses

• CERTIFIED FINANCIAL PLANNER™ certification awarded by CFP Board

Education

• Bucknell University, Lewisburg, Pennsylvania – B.S. Business Administration