Christina Takach

Client Services Support Specialist

Christina Takach

Client Services Support Specialist

Christina fulfills an essential role within the organization by supporting the relationship managers and providing portfolio administration in the areas of client reporting, presentation material, portfolio analysis, and research.  She joined the firm in 2021.

Christina holds a BSBA in Finance and Personal Financial Planning from Shippensburg University.  She has extensive knowledge in insurance with a background as a Broker at Crump Life Insurance and New York Life for 7 years.  Prior to this, she was an analyst for Rite Aid Corporation.