Growing up, Christie didn't learn about asset allocation or tax mitigation from a textbook. Wealth was measured in a different currency: the quiet resilience of a family stretching every dollar, the weight of financial uncertainty at the dinner table, and the grueling work ethic required just to build a foundation. That humbling beginning didn't just shape Christie’s character—it forged a profound respect for the true gravity of money.

Today, based in Palm Beach Gardens, South Florida, Christie channels that deeply rooted work ethic into sharp, sophisticated wealth management for affluent families, executives, business owners, and individuals navigating financial transitions. As a dual-certified CFP® Professional and CDFA®, Christie believes she is the strategist clients rely on when life accelerates and "money is in motion."

Major life transitions—the sale of a business, a high-stake divorce, a generational transfer of wealth, or the strategic unwinding of concentrated equity positions bring an overwhelming surge of noise and complexity. Christie strives excel in these exact moments of friction- aiming to bring structure, clarity, and decisiveness when it matters most.

 

 

By blending elite technical expertise with an intuitive understanding of what is at stake, Christie helps clients cut through the emotional fog of transition. The result is designed to be a highly tailored, forward-looking strategy designed to optimize taxes, preserve assets and build lasting legacies.

Deeply rooted in South Florida community, Christie’s practice is built on a simple conviction: no matter how complex the financial landscape becomes, the core values of integrity, discipline, and focus remain constant. She approaches every client relationship with the same commitment and purpose that define her practice.

Christie brings that same focus to her life outside the office. Whether she is sharpening her game on the tennis court, advocating for animals at the local shelter, or spending time with her family.

Edna L. Cetina, Senior Registered Client Associate holds a degree in Business & Economics and has completed graduate-level studies. With more than 25 years of experience in the financial services industry, she helps provide dedicated administrative support and trade execution services.

Edna is passionate about helping clients navigate the many facets of their financial lives and takes pride in supporting their investment goals with care and attention to detail and values building lasting relationships.

Edna is known for her responsive and personable approach and strives to be a trusted resource for clients' transactional and service needs. She is committed to delivering a positive client experience and ensuring that each client feels supported and well cared for. Outside of work, Edna enjoys focusing on health and wellness, as well as traveling and experiencing new places and cultures.

For Maribel Cadavid, financial services is about people first. Originally from Colombia, she brings natural warmth, authenticity, and a deep sense of trust to everything she does.

Professionally, Maribel serves as a Senior Client Associate based in Palm Beach Gardens, Florida, bringing more than a decade of industry experience to her role. She established a strong foundation in client care through a successful, multi-role progression at Wells Fargo Bank, N.A. before bringing her talents to Advisor support with Wells Fargo Advisors. Committed to growth and continuous improvement, Maribel views her current role as an opportunity for continuous elevation; she is currently channeling her dedication into actively pursuing her professional licensing to further expand her industry expertise. 

In her daily practice, Maribel serves as the vital operational anchor for her team. By masterfully handling scheduling, marketing initiatives, and aiding in the preparation of comprehensive wealth planning materials, she helps empower Financial Advisors to focus fully on strategic wealth management. Her meticulous attention to detail and proactive support helps to ensure that complex administrative processes run seamlessly. Ultimately, Maribel’s mission is to deliver absolute confidence, transforming the wealth planning process into a secure, supportive, and deeply valued journey for every client the team serves. Driven by this purpose, she remains wholeheartedly committed to cultivating lasting relationships rooted in excellence, integrity, and exceptional care. 

Outside the office, Maribel focuses on being fully present with her family, finding her greatest joy in quiet moments with her husband, teenage daughter, and their dog. Whether she is sharing a great meal and a laugh with close friends or unwinding with a good book, she thrives on creating a peaceful, welcoming environment for those around her.