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Christina Y. Brown

Christina Y. Brown

Office Manager, Client Services Assistant

Christina has been our Client Services Assistant for over ten years and our Office Manager since 2021. She has over nineteen years of experience in the financial services industry. Christina started with a local firm, and learned the industry from the ground up, as well as, the many different aspects of servicing clients and their families. She has an array of talents not limited to her administrative and general office experience. She coordinates all of our correspondence for our client’s conference calls and meetings. She expertly assists Tamara in the document preparation and administration of our clients’ annuity policies. She manages the office workload and appointment calendar, monitors our on-task marketing calendar, as well as our CRM system. She will most likely be the first voice you hear when you call our office. She takes great pride in helping our clients with their questions, handling their inquiries and service requests, including client online access to Account View. Christina also assists Tamara in coordinating marketing activities and preparing various financial reports.

Christina lives in Clearwater, Florida with her husband, Gregg, and their three sons, Hayden, Greyson, Mason and their dog, Padawan, who was adopted from the ASPCA. She enjoys spending time with her family, biking, hosting family dinners, reading, and maintaining and developing her vegetable garden.

Christina also worked closely with her local hospital by volunteering on the women’s floor helping women dealing with crisis situations. She was a former Parent Coordinator and was very involved with the non-profit organization Now I Lay Me Down To Sleep (NILMDTS). She is also a former Den Leader with Boy Scouts of America for her oldest son.