As Chief Compliance Officer at Certified Financial Strategies, Christi is responsible for overseeing and managing the firm’s adherence to local and national laws and regulations. She ensures the firm is always putting the client first, complying with regulators, following internal policies and procedures and honoring our code of ethics.
Additionally, Christi manages the day-to-day administration of the firm. She works diligently to deliver the fast and efficient service our clients deserve and expect from us. Christi has more than 15 years of tax preparation experience and is working to complete her Enrolled Agent designation. In her spare time, Christi enjoys spending time with her two kids. She also has a passion for gardening, cooking, reading and paddleboarding.
Securities offered through Charles Schwab & Co., Inc,. Member FINRA/SIPC.
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