meet the ALEC wealth management team
Explore what we can do for you.
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.
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 7 and 66 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.
Ready to start planning?
ALEC Wealth Management
We offer experience and insight to help you address your individual financial objectives.