Experience & Expertise

Christine has over 28 years of experience in the financial services industry, having worked with ISI Financial Group, now known as Greenspring Advisors. As the Director of Client Experience, she is responsible for designing and implementing initiatives to enhance client satisfaction and engagement. Her role also includes managing key processes such as the client account rebalancing program, licensing requirements, new client onboarding, and general account management. Christine’s commitment to delivering an outstanding client experience and building strong client relationships is second to none. Prior to her career in financial services, Christine worked in the leasing and real estate industry.

Get Better Acquainted With Christine

Favorite Thing About Working With Clients

“I love making a positive difference in clients’ lives. Being part of a team that helps clients create and implement plans to pursue their passions brings me to work each day. The icing on the cake is when they send pictures or postcards sharing their joy and appreciation when they live out their dreams.”

My Philosophy On Client Service

“My favorite quote is, ‘People will forget what you said, people will forget what you did, but people will never forget how you made them feel.’ I aim to ensure that clients receive exceptional service with every interaction and leave feeling appreciated and valued.”