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Hi! I’m Christyna.
I’ve spent over 20 years in Houston, TX, as a trainer, entrepreneur, money coach and now, financial advisor.

My clients are community minded powerhouses – ordinary professionals, business owners and creatives who value good advice, and are creating their lives to center what is most important to them – whether that is for themselves, their family, our community or an even bigger legacy.

I partner with my clients, listening to your hopes and concerns for the future. We'll follow a structured process to craft strategies that are customized to your unique situation. We will implement the financial infrastructures and good brain habits to set you up for success on your own terms. You can trust me to be clear and direct about the financial landscape, to treat you and your precious dreams with kindness and respect.

Caprice Carter, my Branch Office Administrator, is a key member of the branch team. She keeps an eye on your goals, helping to ensure that all our i's are dotted, our t's crossed and branch communications are handled with grace and professionalism. Outside of the office, you might see Caprice in a local theater production, volunteering at the SPCA or spending time with her beautiful baby nephew.

"Home is where the heart is" they say. Well, then, my home is in many cities and towns across the country, and a few places in Europe – where I have friends, family and cherished loved ones. My dad would always say "Home is where your stuff is." Through that lens, I call Houston, TX, and Jackson, MS, home. My community involvement includes serving as an active member of the Heights Chamber of Commerce and Greater Houston LGBTQ-Plus Chamber of Commerce, as well as the Houston LGBTQ-Plus Political Caucus (the South's oldest LGBT civil rights organization) and the Mississippi Museum of Art.

Let's connect and schedule a confidential, no-obligation, deep dive into your finances today.