Chief Operating Officer
As Chief Operating Officer (COO), Christina is responsible for overseeing the firm’s ongoing operations, policies, and procedures. Christina’s main goal is to ensure that the office is in smooth operating order, allowing all other employees to effectively and efficiently complete their job duties. Christina is also a sitting member of the Executive Committee.
Christina brings more than fifteen years of financial services experience to her current role. Prior to her role as COO, Christina held the role of Managing Director – Marketing & Special Projects, where she was responsible for developing and executing on the marketing plan for the firm. Prior to joining Reilly Financial Advisors as a Client Service Manager in 2010, Christina held various positions in the areas of operations, sales, and marketing in the trust services business, working directly with registered investment advisors and third-party administrators.
Christina received her bachelor’s degree in business marketing from the Monfort College of Business at the University of Northern Colorado.
In her free time, Christina enjoys traveling with her two darling boys, sipping wine, and gardening.
Why I Do What I Do:
I began my career in finance on the Institutional side and witnessed that, more often than not, doing right by the client was a rarity. I slowly began to shift my Institutional career to a company that really was working for the client, not the profit, and dedicated to revolutionizing the 401(k) business. After a personal move to San Diego, I knew that I wanted to once again align my values with a firm that worked in the best interests of its clients, not itself. After finding RFA and interviewing with the team, I found the fit I was searching for.