About
Christine is a Vice President and Senior Relationship Manager for Washington Trust Bank’s Wealth Management & Advisory Services, working with clients in Western Washington. With nearly 25 years of experience, Christine enjoys working with individuals, families, and nonprofit organizations to provide highly personalized wealth management, as well as trust and estate administration services, to implement and achieve financial goals based on their unique circumstances.
As a Certified Financial Planner™ professional, Christine takes a comprehensive approach to working with clients which includes examining goals for retirement, education, family and philanthropy. She works closely with her clients to ensure that their investment strategies, estate plan, tax disciplines and insurance needs are aligned to meet the client’s objectives. Her background in the administration of nonprofit assets supports her clients who are organizations that require fiduciary insight in the protection of assets.
As part of your wealth management team, Christine partners with your existing legal and tax advisors to ensure that a coordinated approach is taken and your team of advisors are utilizing the best wealth planning strategies for your specific circumstances and goals.
Advisory Expertise
- Relationship Management
- Trust and Estate Administration
Professional Affiliations
- Leave 10 Board Member
- Seattle Children’s Legacy Advisors
- Estate Planning Council of Seattle
- East King County Estate Planning Council
- Snohomish County Estate Planning Council
Credentials
- Certified Financial Planner™
Education
- BA, Central Washington University
- Graduate of College of Financial Planning in Denver, Colorado
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