When we work with you, you become part of our family

Christine A. Rondeau, CFP®

Christine is a compassionate Financial Advisor with almost 30 years in the industry. As a recovering English major, she loves a good story and has channeled that into learning as much about her clients as she can.

Investing in her clients since 1995, she earned her securities licenses in 2002 and opened her own practice in 2006. In 2016 she furthered her education by earning the CFP ® designation and today, has the skills, knowledge and heart to help her clients through some of the most important moments in their lives. Christine continues to seek out opportunities of education, so she can fully engage with each and every client. From cyber-security for seniors to helping someone transition though grief, she reads, attends class and will always seek out continuing education.

Outside of the office, Christine enjoys golfing with her husband Royal, working and relaxing at their place in the U.P., and spending time with their son and daughter as they step out of college and into the world of adulting.

Emily Cuadra, Client Service Coordinator

Emily is Investment Planners Client Service Coordinator, or most famous for being Christine’s right hand. She has a passion for all things finance and organization. Whether it be personal finance, operations, communications, or client support, she is always determined to find solutions.

She comes from a large family, with 3 other siblings, and now more and more nieces and nephews. Her husband Matt is a teacher and the head wrestling coach at Oshkosh West. Together, they have two very active boys; Yan (Age 4) and Leo (Age 2). They love to camp and hike, entertain friends, and work on house projects.

Emily feels very privileged to have been able to work alongside many professionals in estate planning, and financial planning for the past 10 years. Clients along the way have taught her so much about life with their unique stories. Her favorite part of planning is to see how we can translate their finances into their goals and plan for future generations. She continues her craft and studies, with the goal to eventually be licensed to fully support our clients.

When you meet her, expect a big smile, a good ole’ fashion one liner, and a big cup of coffee.