ALEC Wealth Management can assist you with a myriad of different investment and insurance needs, including the following:
- Retirement Planning
- 401(k)/Pension rollover education**
- Investment Planning
- Life Insurance
- Long Term Care
- College Planning
- Estate Conservation Strategies
When meeting with ALEC Wealth Management, all appointments are no-cost or obligation***. Christine takes a professional look at your individual financial situation and build a customized plan to help meet your needs.
To check the background on these investment professionals, please visit the FINRA's BrokerCheck website.
With over 17 years of financial services experience, Christine is committed to providing personalized financial options for each of her clients and their families. Christine is passionate about listening to the needs of her clients and providing them with the education they need to make smart financial decisions. She also has a deep understanding of the retirement planning process, including early planning for retirement and retirement income planning, investment management, retiree medical insurance, how Social Security plays into the retirement picture and more.
Christine has a Bachelor’s degree in Finance from Saint Mary’s College and a Masters of Business Administration (MBA) from The University of Chicago with concentrations in Finance and Business Strategy. She holds licensing in life, health and long-term care insurance, and she is FINRA Series 6, 7, 63, and 65 registered with LPL Financial to sell securities and provide financial advice. Christine holds her Chartered Financial Consultant (ChFC®) designation from The American College.
When she isn’t at the office, Christine enjoys working with local high school fine arts programs, participating in community fine arts groups, gardening, home improvement and enjoying time with friends and family.
Colleen Farm is the Investment Services Coordinator with the ALEC Wealth Management Program. She has been with ALEC since 2002 in various roles, including a Member Service Representative and Part-Time Receptionist.
Colleen is passionate about building relationships with ALEC members and assisting them with their financial needs. As the Investment Services Coordinator, Colleen can assist members to schedule appointments with Christine, as well as help with any program-related requests or questions.
In her spare time, Colleen loves sports, road trips and trying out new restaurants.
** Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.
*** Investment product purchases will involve costs.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. ALEC and ALEC Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using ALEC Wealth Management, and may also be employees of ALEC. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, ALEC or ALEC Wealth Management. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by NCUA or Any Other Government Agency||Not Credit Union Guaranteed||Not Credit Union Deposits or Obligations||May Lose Value|
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted for any resident of any other state.