Christine Papelian

CFP®, CWS®, CDFA®, EA | Senior Financial Planning Manager



Total Experience




Specializing In:



Master of Arts and Bachelor of Arts in Economics from the University of Nebraska – Lincoln

Meet Christine

Over the past 10 years, Christine has embraced the world of wealth management, whether she is helping high-net-worth households protect their assets and maximize their net worth, or serving as a trusted financial advisor to those navigating divorce – or even advising farmers on how best to hedge their crops.

As a Senior Financial Planning Manager, Christine develops thorough and comprehensive financial plans with actionable recommendations, coordinating with a client’s tax advisors and estate attorneys as needed to ensure a consistent approach.

Professional Qualifications and Memberships

Christine is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a Certified Wealth Strategist (CWS®), and a Certified Divorce Financial Analyst (CDFA®), as well as an Enrolled Agent (EA) who has earned the privilege of representing taxpayers before the Internal Revenue Service.

Financial Planning

However complex or simple your financial transactions may be, and whatever the level of wealth you’ve attained, our advisors are ready to partner with you to develop a plan tailored to your specific needs and goals.

Fee-Only Fiduciary Advisors

Using a fee-only compensation model sets us apart by providing transparency to the costs of our services and allows us to select from a broader range of investment products.

Connect with Christine