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Home Line-Up Charts Resume Pyramid Contact Us CMW Finance Calculators |
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BOARDS & COMMITTEES | |
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Dallas Women’s Foundation Executive Trustee – 2002 to 2006 Chair of Investment Advisory Committee 2005-2006 Oversight of Organization’s $11 Million Endowment Investment Advisory Committee Member 2007 to Present Carrollton Farmer’s Branch Education Foundation Board - 2001 to Present 2003 Chair of Morning for Children Breakfast 2004 Chair of Board Development Committee 2005 – 2006 Board President 2006 – 2007 Administration Committee Chair 2006 – 2009 Chair of the Capital Campaign Irving Schools Foundation - Board Member 2008 SMU Library Board 1999 to 2003 |
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| BIZRADIO DFW 570 AM | COMMUNITY INVOLVEMENT | |
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Every Sunday Evening 7:00 to 8:00 pm Tune in for Christina’s radio program empowering women in personal finance. |
Dallas I.S.D. - Corporate District Partner Excellence in Education - Gold Star Sponsor – 1993 to 1997 Exemplary & Recognized Banquet – Lead Spn -1998 - 2000 Broken Arrow Public Schools - Corporate District Partner Tulsa Public Schools - Corporate District Partner Tulsa Teacher of the Year Sponsor – 1993 to Present Union Public Schools - Corporate District Partner Union Teacher of the Year Sponsor – 1996 to Present Carrollton Farmers Branch I.S.D. - Corporate District Partner Irving I.S.D.- Corporate District Partner Operations Kids See –glasses for needy children Straight Talk – year-long curriculum to develop leadership skills in at-risk teenage girls Dallas Women’s Museum - Founding Benefactor Carrollton-Farmers Branch Ed. Fnd. - Founding Benefactor Keep Irving Beautiful, Governor’s Community Achievement Award Committee - 2007 Irving Police Award Banquet, 2007 – Committee Member Irving Firefighter’s Ball 2007 - Chair |
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| CAREER | ||
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Creating & Managing Wealth, LLC CEO & President – 1990 to Present Creating & Managing Wealth, LLC. addresses the needs of over 8,000 clients nationwide who have more than $175 million in assets. We place a premium on the education of our clients so they are making informed decisions, whether during the accumulation period, the transition into retirement, or at the most important time, when managing distributions. C&MW offers a full service approach offering its clients tax planning, college planning, estate planning, long term care insurance analysis, tax preparation, trusts & wills, and first-time mortgages & refinancing. United Resources (1982 to 1989) Managed five (5) states and trained over 150 financial consultants. Developed a series of educational workshops that the company adopted nationwide. Became vice president from a sales representative within six (6) years.Developed a visual, the Pyramid of Financial Independence© giving them the ability to see where they are currently in relation to their financial goals. This educational tool was also adopted nationwide by the company and was currently being used when Christina started her own firm in 1990. |
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| AWARDS | ||
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2008 NAACP Business Owner of the Year / Dallas County Volunteer of the Year / J.C. Penney Golden Rule Award for Education / Texas State Life PTA Award / President's Volunteer Action Award / City of Irving High-Spirited Citizen / American Cancer Society Community Involvement / Irving Academy Community Services - Best Performance by Medium-sized Company / Salvation Army Ten Year Super Lunch Hall of Fame / Who's Who of American Women / Who's Who of American Finance |
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| PROFESSIONAL REGISTRATIONS | ||
| NASD Series 6; Investment Company Products/Variable Contracts Representative, Series 7; General Securities Representative, Series 24; General Securities Principal, 63; Uniform Securities Agent State Law Exam, 65; Investment Advisors Law Exam; Completed Executive CFP Program Studies through College of Financial Planning 1995. | ||
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Creating & Managing Wealth, LLC 5201 N. O’Connor Blvd. Suite 200 Irving, Texas 75039 Phone (972) 831-8866 Fax (800) 488-0020 |
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*Financial Representative of and Advisory Services and Securities Offered Through Lincoln Investment Planning, Inc., Registered Investment Advisor, Member FINRA/SIPC. Creating & Managing Wealth, LLC and Lincoln Investment Planning, Inc. are independently owned and each is responsible for its own business. 3/08 |
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