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Chief Operating Officer
Christina joined Heritage Financial Consultants in August 2025, serving as the firm’s Chief Operating Officer.
After earning her degree from Saint Joseph’s University in Philadelphia, Christina started her career in financial services at Lincoln Financial in 2010. During her 14 years at Lincoln, she held a variety of roles, including serving as internal sales support on both the annuity and 401(K) sales teams. As Lincoln launched a technology training and consulting team (AdviceNext), Christina joined to help advisors with integrating new tools and solutions into their practices. Later she became part of the Practice Management Team, helping financial advisors add efficiency, organization, and cohesion to their teams to improve their business operations and client services. When Lincoln was acquired by Osaic in 2024, Christina continued to support financial advisors and their teams as a Transition Consultant and Relationship Manager, helping teams navigate new systems, procedures, resources and troubleshoot challenges.
Christina lives in Berwyn, PA with her husband and their two young children. She enjoys spending time with her family and being outdoors as much as possible.
Certifications
- Series 6 and 63 securities registered
- Life and Health insurance licensed
Education
- B.S., Saint Joseph’s University

