Jacob William Advisory
9515 Deereco Rd. St, #201
Timonium, MD 21093
Christina boasts a storied career in financial services and commitment to clients, with more than 20 years of industry experience. As a wealth advisor, Christina is dedicated to help alleviate her clients’ financial fears through education and planning that goes far beyond investments. She believes in a comprehensive approach that addresses all facets of planning, including wealth transfer, insurance, taxes, investments, estate and trust planning, retirement, risk management and business planning.
She works in concert with her clients’ other trusted advisors to synthesize their strategies, rather than operating in silos. Christina takes pride in delivering proactive and responsive service to her clients, and helping them understand, manage and track their progress toward their financial goals.
Christina is an active member of her community, involved in many professional and nonprofit groups. Passionate about helping women in their careers, she serves as the President of the Maryland chapter of Women in Insurance & Financial Services. She is also on the board of a nonprofit that helps Maryland families with financial hardships, as well as a professional association that educates the public on financial and elder care issues.
Christina was featured in 2020 as a “Top 100 People in Finance” in the Top 100 Magazine. In 2019, she was recognized as a financial advisor who actively promotes philanthropy in their practice by the Baltimore Community Foundation. The Daily Record named Christina to its 2015 Very Important Professionals Successful by 40 list, which recognizes Maryland leaders for their commitment to inspiring change in the community through their careers, volunteerism and civic involvement. Christina was also featured as one of Exeleon’s 10 Leading Businesswomen of 2020.
Christina graduated from the University of Baltimore with a Bachelor of Science degree in business with an emphasis in international business. In addition to her many professional certifications, she also holds Life & Health Insurance licenses.
Prior to joining Jacob William Advisory, Christina worked as a Financial Planner and
Wealth Advisor with AspireWealth Planners. She also spent many years assisting
individuals and high net worth clients with complex estate, tax and financial planning.
needs as a Vice President and Senior Fiduciary Advisor with PNC Wealth Management.