Christina boasts a storied career in financial services and commitment to clients, with more than 20 years of industry experience. As a wealth advisor, Christina is dedicated to helping alleviate her clients’ financial fears through education and planning that goes far beyond investments. She believes in a comprehensive approach that addresses all facets of planning, including wealth transfer, insurance, taxes, investments, estate, and trust planning, retirement, risk management, and business planning.
She works in concert with her client’s other trusted advisors to synthesize their strategies, rather than operating in silos. Christina takes pride in delivering proactive and responsive service to her clients and helping them understand, manage and track their progress toward their financial goals.
With the MSRN group, Christina will focus primarily on long-term care, which is one of the components of the planning process. As it relates to long-term care, Christina helps her clients answer the three most common questions: 1) should I purchase long-term care insurance, or can I self-insure? 2) what type of product should I purchase? and 3) when should I buy it? Christina provides a customized solution based on her clients’ resources and goals and incorporates the risk management strategy into their overall plan. She works with an independent broker who represents many different insurance carriers to find the right fit for her clients.
Christina Hester Snyder, CFP®, ChFC®, RICP®, CISP™, AEP®
Partner & Wealth Advisor
Jacob William Advisory 9515 Deereco Rd. St, #201 Timonium, MD 21093
Individual MSRN member since February, 2022.