Retirement Wealth Partners

Katherine, an award-winning advisor with over two decades of experience, has devoted her career to earning the trust of clients and enabling them to enjoy more fulfilling lives.

Managing one’s financial life is an immense responsibility – requiring a great deal of time, expertise, and resources that most busy professionals don’t have. Katherine partners with her clients to create a comprehensive plan, educating and empowering them to make well-informed decisions.  Her approach alleviates the stress of critical financial decisions – allowing clients to enjoy peace of mind, secure in the knowledge that they have diligently planned for the future, protected their loved ones, and remained true to their values.

Residing in Southport, CT, with her husband, Ryan, and their 3 children, Katherine and her family relish their summers on the tennis court and at the shoreline. In winter, they seek adventure on the ski slopes in Vermont, or out west when possible. Katherine’s love for food, wine, and travel seamlessly converge through her endless pursuit of enriching travel experiences.

A comprehensive Wealth Advisor and fiduciary with over 10 years experience in the financial services industry, Christine partners with clients to unlock a purpose-driven and prosperous financial future – with a focus on their personal values and vision. 

Financial education is a cornerstone of Christine’s approach: whether it's demystifying complex tax structures and equity compensation, exploring investment opportunities, or discussing estate planning intricacies. She is dedicated to ensuring that clients are well-informed and confident in every financial decision. Tax efficiency and strategic investment are crucial aspects of financial planning, and she specializes in tailoring these components to complement each client's individual goals, helping them maximize their financial potential while minimizing tax burdens. 

Christine began working in wealth management soon after graduating from college and returned to the industry after raising her family. While Christine thoroughly enjoys working with all clients, she is strongly committed to helping women master their finances, as well as educating them on and planning for issues that are unique to women – such as finances after divorce, the unseen financial impact of career pauses or  underearning, and the risks associated with living longer than men. She currently serves as the DEI Director on the Board of Directors for the Financial Planning Association of San Francisco and is a member of the Marin County Estate Planning Council.

The proud parent of three children, Christine is a foodie and avid outdoor enthusiast – hiking, mountain biking, skiing, kayaking, golfing, and stand-up paddleboarding at every opportunity.