CERTIFIED FINANCIAL PLANNER

She holds a Master’s degree in Financial Planning and advanced professional designations including CFP®, CKA®, CBDA®, and CEPA®.Over the course of her career, Christine has advised individuals and families directly and served in senior leadership roles within major financial institutions. Through both hands-on client work and leadership oversight, she has been responsible for stewarding billions of dollars in assets and supporting thousands of family financial stories. This breadth of experience exposed her to every financial circumstance imaginable—wealth built carefully over time, wealth undermined by fear or misalignment, and families either strengthened or strained by financial decisions.Across decades of work, one consistent pattern emerged: money does not create order or meaning—it amplifies what already exists. Financial outcomes often reflect deeper beliefs around provision, sufficiency, trust, and control long before they appear on a balance sheet.That realization led Christine to expand her work beyond traditional financial advisory services.

WiseGuide & Coaching Work
In addition to her advisory practice, Christine offers separate coaching curricula through WiseGuide, designed to explore the internal patterns that shape how people relate to money, value, and abundance.These coaching offerings are distinct from financial planning and investment advice and focus on formation rather than strategy. They include Abundant Life Coaching, a secular, reflective methodology grounded in universal principles that helps individuals examine beliefs, reduce internal conflict, and cultivate clarity, confidence, and alignment across changing seasons of life. High-level financial themes such as saving, margin, debt reduction, long-term investing, and legacy are explored conceptually as expressions of internal order instead of just tactics to be optimized.Additional coaching curricula focused on biblical wisdom for adults and families are currently in development and will be offered through WiseGuide.Christine’s coaching work integrates naturally with the mind-body focus of Wellsview, offering clients a space to explore financial stress and abundance at the level of beliefs and internal alignment, alongside somatic and integrative care.