Christine grew up in a small town in Massachusetts, and relocated to Arizona to finish her BA in Political Science in 2003.

She is deeply passionate about her career with Cetera Investors because she was personally and financially effected by the loss of her mother at age 14.  Watching her father become a single parent struggling with the balance of raising kids, working a full-time job, and grieving the loss of his high school sweetheart all at once was painful. It gave her drive and motivation to work towards a career where she could personally hear her clients' concerns about real life struggles and successes.  Her 18 years in this industry combined with another 8 years in the banking field has allowed her to treat clients how she would want an adviser to treat her own family.

She holds her series 6, 63, 65, 7, life, and health licenses. She is also certified in social security claiming strategies.

Outside of the office she enjoys spending time with her 2 children, reading, and constantly trying to be a better crossfitter.

As Director of Client Services, Courtney brings over 20 years of experience in the financial services industry, having started her career in 2005. She holds Series 6, 7, 63, and 65 licenses, along with life and health insurance licenses.  She works closely with each advisor to implement strategic financial plans tailored to their clients’ needs. She collaborates with product and strategic partners to identify the right solutions, ensuring that monthly income distributions are accurate, beneficiaries are properly designated, and estate and legacy planning strategies are executed effectively. 

Outside the office she's a proud spouse and parent to two adult children. They love spending time outdoors-whether it's camping in the mountains, exploring the sand dunes, or relaxing at the beach.  She is also a dedicated Pre Barre enthusiast with over 400 classes under her belt. 

Melissa joined our team in November of 2020. As Client Services Representative she will work on the daily operations of ensuring our clients’ accounts and paperwork are all in order. She comes back to the industry after starting her career in investments. Melissa holds her series 6 and 63 securities registrations. When she is not in the office you will find her with her husband and 2 sons. In her spare time Melissa enjoys travelling, going to sporting events and spending time with her family. She is a huge Phoenix Suns fan!

Lisa joined our team in the fall 2017. She has been an integral part of increasing our client experience. You will find her organization skills keep us all on task. She maintains all of our calendars and incoming phone calls, and expertly organizes behind the scenes. You will often hear from her in response to many of your text message questions. When not working Lisa spend time with her family, loves to travel, and you can occasionally catch her at Broadway shows in New York.

Sara is a dedicated Client Services Associate who brings over 17 years of experience running a successful subcontracting business. Known for her reliability and attention to detail, Sara thrives on building strong relationships and delivering exceptional service. Beyond her professional expertise, she has spent more than a decade volunteering with a child advocacy nonprofit—an inspiring reflection of her deep commitment to helping others. When she’s not supporting clients or giving back to her community, Sara enjoys quality time with her family, cheering on her favorite football team, and exploring the outdoors on scenic hikes.