Christina Winn-Meriam, FPQP®
Operations Manager

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Christina is an Operations Manager who brings a dual perspective of financial planning and client service to her role. As a Series 65 Investment Advisor Representative and a Financial Paraplanner Qualified Professional®, she plays a vital role in the success of the firm. Christina serves as the operations lead and the trusted liaison between clients and advisors, ensuring a high-touch, exceptional client experience by overseeing all financial planning software systems and serving as the lead client service associate, delivering personalized and timely support, enhancing both advisor efficiency and the overall planning process. Her combined experience in both operations and investment advisory allows her to streamline and enhance internal processes while supporting the delivery of comprehensive, client-centered financial planning services. Christina graduated with honors from the University of Texas at Austin and completed the Registered Paraplanner program at the College for Financial Planning. Outside of the office, she enjoys traveling, spending time with her cat, watching Texas Longhorns football, and embracing life with her son, born in March 2025.