After completing a bachelor's degree at UW-Eau Claire and working briefly in publishing, Christine set her focus on financial planning and wealth management. She joined a financial planning firm as an executive assistant in 1995, and in 1997 earned her Registered Paraplanner designation through the College of Financial Planning. From 2001 - 2003, she earned licenses in securities and insurance, and opened the office in 2006. Today, after three years of study with the College for Financial Planning, she has earned her designation of Certified Financial Planner (CFP®).
Her key missions include education and maintaining the firm's team based approach. She seeks out opportunities to teach financial planning and enjoys sharing her skills. Giving back, both individually and by helping clients achieve their charitable goals, is central to her vision. She has helped local charities with fundraising, and enjoys working in her community, through church, her children's activities and sporting events and through continued education and sharing the knowledge, with others.
Manager of Operations
With many years of Customer Service and Sales experience, Royal joined our family firm, making it even more about family and helping others. As a licensed insurance agent, Royal's position as Manager of Operations ensures that all client needs are met and that communication with the home office and investment custodians runs smoothly. Royal attended UW-Superior and Northern Michigan University and in 2017, his goal is to earn his industry licenses.
Securities and investment advice offered through Investment Planners, Inc. (Member FINRA/SIPC) and IPI Wealth Management, Inc., 226 W. Eldorado, Decatur, IL 62522; (217) 425-6340; 217-425-6340
Investment Planners, Inc. and IPI Wealth Management, Inc. does not provide tax advice. Please consult your tax attorney or accountant.