Broker Check
Christine McDonald, LUTCF®

Christine McDonald, LUTCF®

Financial Advisor

Committed to excellence, and serving as a Financial Advisor since 2005, Christine operates from her personal core values of integrity, service, and commitment to her clients.  Simplifying the “financial chatter” clients are bombarded with on a daily basis, Christine works in tandem with her clients, creating efficient financial strategies that are proven effective in building wealth and achieving financial balance.  

Considering the effects and unintended consequences of common financial decisions that are made, Christine provides tremendous value in educating her clients so that they have a greater understanding of different investment and insurance vehicles and how they interact and integrate within a portfolio. 

Whether it is assessing liquidity ratios, tax efficiency, investment risk, legacy strategies, or just understanding different retirement account options, Christine takes a holistic view in making sure each client understands the components of their portfolio, what to expect from each piece, and how if positioned correctly, can increase the efficiency and likelihood of success in meeting their goals.

Christine considers both proven and “uncommon” strategies to achieve solutions for her clients, whether they are medical professionals, business owners, individuals or families who are serious about creating wealth and financial flexibility.  From implementing personal wealth-building strategies to creating retirement plans and/or deferred compensation plans for medical practices and businesses, to corporate financial education, the client’s goal and needs are always first and foremost.

Christine and her family are sponsors for Compassion International, ASPCA, and the Sierra Club.  Christine currently volunteers as an instructor for the Financial Education program for the Junior Achievement Program.

Christine enjoys skiing, snowshoeing, horseback riding, and hiking with her husband Stuart, son Braeden, and the family dogs, Bella and Twix.

Notable events/achievements:

Member of the Million Dollar Round Table®

Recipient of the prestigious National Association of Insurance and Financial Advisors (NAIFA) Multi-Line Quality Award

Series 6, 63, 65, 7, and 26 Licensed; Life and Health, Variable, Property/Casualty Insurance Licensed

 

Investment Advisor Representative and Registered Representative of Park Avenue Securities, Financial Representative of The Guardian.