Meet Christina
Christina is a Wealth Advisor based in Dallas, Texas. Since 2012, Christina has worked in various capacities across multiple financial services firms, including seven years at Quest Capital Management. Throughout her career, she has enjoyed building trust and fostering long-term relationships, helping clients navigate their financial journeys with confidence and clarity. She is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Student Loan Professional. She earned her B.A.S. degree in interdisciplinary science and education from Dallas Baptist University.
Christina’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Christina has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Helping new families shift financial priorities while building a strong foundation for the future
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- For women breadwinners, financial strategies to support their families and long-term goals
Her working style
Christina is known for listening deeply and asking the kinds of questions that uncover what truly matters. Her approach is calm, steady, and focused on simplifying complex financial choices so they feel more manageable and clear. She believes that the best results come from long-term partnerships built on trust, transparency, and genuine collaboration. If you are looking for a guide who can help you stay the course through life’s financial ups and downs, she’d be honored to be that anchor for you.
Christina in real life
Any words you try to live by?
Do all the good you can, by all the means you can, in all the ways you can, in all the places you can, at all the times you can, to all the people you can, as long as ever you can.
What keeps you busy outside of work?
Most of my free time is spent with my husband and our three cats. I love exploring our national parks, star gazing, needle crafts, and pilates.
How do you give back?
Community outreach programs and financial literacy. I stay involved with my local church, the Junior League of Fort Worth, and the Financial Planning Association of DFW.
Christina’s snapshots
Meet Christina’s Teammates
Melissa Cleghorn
Client Service Specialist
What Christina Says
Melissa oversees every aspect of operations to help ensure clients receive continuous support. She is dedicated to upholding our commitment to delivering exceptional service to every family.
David P. Reynolds
Managing Partner
What Christina Says
As a leader and coach for our Dallas/Fort Worth teams, David brings both experience and a collaborative mindset that energizes those he works with. His influence ensures we continue to embody the values and high standards of Mercer Advisors in every client relationship.
Jennifer Baick
VP, Financial Planning Group
What Christina Says
Jennifer leads her team in crafting tailor-made financial strategies that align with each client’s vision. By showcasing the Mercer Advisors planning process, the team delivers one of our most valuable in-house services — helping families achieve balance.
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