As a wealth advisor, Christene helps clients fully understand where they are financially, what they want to accomplish, and what steps they need to take to achieve their goals. She works with business owners, families, and professionals, and she specializes in estate planning, business exit strategies, financial planning, retirement planning, and wealth management. Ultimately, Christene’s mission is to leave the world better than she found it, and she’s honored to be able to help people navigate their financial journey with peace of mind.

In 2022, Christene received the Fusion Award from the Council for Inclusion in Financial Services for her implementing inclusive practices with a culture that embraces a collage of thought, race, gender, generations and preferences.

Christene comes from a family of entrepreneurs; her father spent 40 years in the financial services industry as an executive and business owner, and she’s proud to continue his legacy. She graduated Cum Laude from SMU with a Bachelor of Arts in Corporate Communications and Public Affairs with a minor in business.

Christene is a Retirement Income Certified Professional®, a member of the Dallas Estate Planning Council and Finseca, and sits on the boards of the Communities Foundation of Texas and Business Transitions Summit Advisory Board.

Christene is married to Chris, a veteran Marine from Georgia. Both she and Chris are proud to come from military families. Chris spent 22 years in Information Technology before joining Island Wealth as the Director of Client Success, where he oversees client onboarding and business development.

In their free time, Christene and Chris enjoy playing golf and taking trips to the beach or lake with their daughters (Bella and Mya) and their dogs (Breacher and Omega). They’re active in their church, and are involved with several charities that promote healthy families, support veterans, and provide resources for kids’ extracurricular activities and leadership development.