Meet Christi
A financial advisor who meets you where you are.
MY STORY
From confusion to clarity — for everyone.
I grew up watching people around me make financial decisions without guidance, not because they didn’t care but because they didn’t know where to turn. The financial industry has long made people feel they need a certain level of wealth before they deserve real advice. I’ve never believed that.
After earning my degree in finance and spending years at larger firms, I built my practice differently: no minimums, no jargon, no judgment. My focus is practical planning—401(k) and retirement strategies, cash-flow management, and investment guidance that actually fits your life.
While I work with clients at every stage, my deepest passion is supporting the next generation—young professionals just getting started. I know how valuable the right guidance can be early on, because it’s exactly what I always wished I had.
HOW I WORK
The principles behind every conversation.
Education first
We explain the why behind every recommendation. You should always understand what we're doing and why — not just trust me blindly.
No minimums, ever
Whether you have $500 or $500,000, you deserve a thoughtful plan. We work with people at every asset level.
Plain language always
No jargon, no acronyms without explanation, no condescension. If we can't explain it simply, we shouldn't be recommending it.
A long-term relationship
I take clients through every life change — new jobs, marriages, kids, inheritances, and retirements. I'm not here for one transaction.
Judgment-free zone
Whatever your starting point — debt, no savings, a complicated past — we start from where you are, not where you think you should be.
Accessible and responsive
We answer my phone. We respond to emails. You won't be passed to an assistant or wait weeks for a callback.
CREDENTIALS & AFFILIATIONS
Qualified to guide you.
LPL Financial Affiliated
Member of one of the nation's leading independent broker-dealers, providing access to a broad range of investment products and research.
FINRA / SIPC Member
Securities offered through LPL Financial, Member FINRA/SIPC. Your investments are protected.
Series 7 & 66 Licensed
Licensed to provide investment advice and securities transactions across a wide range of financial products.
Columbus, OH Based
Serving clients in the Dublin and greater Columbus area in person, and clients across Ohio by phone and video.
Ready to have a real conversation?
A free 30-minute intro call — no pitch, no pressure. Just an honest conversation about where you are and where you want to go.