• Christine McElvania, CFA, CFP®

    Partner

"BECAUSE YOUR DREAMS MATTER."

With a mission of helping individuals reach their life goals through knowledge and better financial health, Christine consistently strives to understand the world through the eyes of others. Intrigued by the unique qualities of people, she recognizes the one-of-a-kind stories in each person’s life and then tailors her recommendations accordingly.

Credentials:

  • CHARTERED FINANCIAL ANALYST (CFA)
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • MBA from the University of Iowa
  • BA in Finance and Economics from the University of Northern Iowa

Industry Experience:

  • Investment Advisor; Quad Cities Investment Group
  • Senior Investment Analyst; FBL Financial Group
  • Derivatives Analyst; FBL Financial Group
  • Assistant Derivatives Analyst; FBL Financial Group

More:

Christine and her husband Jeff are fairly new to the Quad Cities area, moving from Des Moines in 2013 when Jeff started working for Deere & Company.

Christine knows firsthand that things in life don’t always happen the way you plan, and timing can’t always be controlled. During their short engagement, Jeff and Christine decided to take advantage of a professional opportunity and move to the Quad Cities. So they sold two homes, bought a new home in Bettendorf, moved, and began new careers - all while planning their wedding. Life continues to provide them with exciting new adventures. In March of 2017, they welcomed their first child, Theodore "Teddy" Russell, and we think he's pretty perfect.  

"I love people’s stories and how each one is different. They help determine who a person is and where they want to go."

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.