Christina brings over 20 years of industry experience and knowledge and is a CERTIFIED
FINANCIAL PLANNER® professional.

Christina leads the advisory team overseeing SAGE’s collaborative efforts to deliver
comprehensive wealth management services including oversight of the financial planning division.

Christina collaborates closely with clients and their other trusted advisors, including estate planning attorneys, accountants and insurance professionals, to develop a holistic understanding of their financial lives. She focuses on integrated planning and strategies designed to help clients achieve their goals and build generational wealth.

Prior to joining SAGE Private Wealth Group, she was a Senior Wealth Advisor at Calamos Wealth Management. In addition to providing clients with comprehensive wealth management services, she focused on educating and empowering clients through various initiatives such as Women & Wealth. She played a pivotal role in educating advisors, clients, and the wider community on the crucial intersection of women, empowerment, and wealth management. A thought leader in the financial education space, Christina extended her influence as a former contributing writer for Chicago Woman magazine. Through her articles, she actively promoted the importance of financial education, encouraging readers to take charge of their financial destinies. Christina’s dedication to advancing women transcends the professional sphere.

Previously involved with the Chicago Chapter of Step Up, an organization dedicated to
empowering girls in under-resourced communities, she exemplifies her belief in the
transformative power of mentorship and education. Further underscoring her commitment to mentorship, Christina served as a mentor for the CFP Board’s WIN-to-WIN program. This volunteer mentoring service is designed to encourage younger individuals and members of underrepresented groups to become integral contributors to the financial planning profession. Christina was also a recipient of InvestmentNews’ 2017 40 under 40 achievement.

Education

• Northern Illinois University, B.S. Finance

Certifications & Licenses

• Series 65
• Certified Financial Planner™

Recognitions

• InvestmentNews’ 2017 40 Under 40

Philanthropy

• Christina was involved with the Chicago Chapter of Step Up, an organization dedicated to empowering young girls in underserved communities to realize their full potential, fostering confidence, guiding them towards college, and encouraging a career-focused mindset.
• Christina was a mentor for the CFP Board’s WIN-to-WIN Program

Fun Facts

• Outside the office, Christina enjoys quality time with family and friends.
• She’s an active volunteer at her children’s school and a proud supporter at their extracurricular events
• In her free time, she also loves reading, exploring new restaurants, and taking walks with her beloved Morkie.