About
Christina has been working with clients on estate planning and tax‑related considerations for more than 18 years. She began her career at a national private bank as a Certified Financial Planner before becoming a practicing attorney with global law firm Perkins Coie. When the opportunity arose to lead the trust and business advisory services rollout at ICCU Private Wealth, she returned to the financial services side. Christina works closely with Private Wealth Advisors to support planning conversations and help coordinate estate, tax, and business strategies as part of the broader client experience.
At a Glance
Here’s how this role supports the Private Wealth team.
Experience
- Key Private Bank, Sr. Financial Planner (2008-2018)
- Perkins Coie, Attorney (2019-2024)
- 18+ years in estate and tax strategy support
Planning & Strategy
- Advanced planning support for Private Wealth Advisors
- Estate and legacy planning coordination with attorneys and CPAs
- Tax‑aware planning considerations
- Business and trust planning support
Credentials
- B.S. from Boise State University
- J.D. from Concordia Law School (magna cum laude; law review editor)
Securities offered through Osaic Institutions, Inc., Member FINRA/SIPC. Investment advisory services offered through Osaic Advisory Services, LLC and Osaic Institutions, Inc., each a registered investment adviser. ICCU Wealth Management is a trade name of Idaho Central Credit Union (“ICCU”). Osaic Institutions, Inc. and Osaic Advisory Services, LLC are not affiliated with ICCU. Products and services made available through Osaic Institutions are not insured by the FDIC/NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank, bank affiliate, credit union, or credit union affiliate. These products are subject to investment risk, including the possible loss of value.
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