Christine Phan MBA

Client Relationship and Operation Manager

Christine entered the family business after she earned her Bachelor’s degree in Psychology and Master of Business Administration at Rollins College in Winter Park, Florida. She is licensed in life, health, and annuities in Ohio and Florida. She focuses on helping Millennials like herself with budgeting and being proactive in building their financial wellness.[PM3]  When Angie meets with clients, she is present to take notes and add invaluable advice to the conversation. She is what makes the wheel turn seamlessly amongst administrative, marketing, and daily operation.

She enjoys playing with her Goldendoodle dog, hiking with her fiancé, and exploring different cultures and eateries.[PM4]