Principal, Wealth Manager CRPC®, CDFA™
Christel joined Northwest Investment Counselors in 2010 as a wealth manager utilizing both her networking skills and deep knowledge of the investment industry. Christel has worked in the investment industry for over 20 years with experience in corporate finance, retirement plans, and portfolio management.
She began her investment career in 1992 in San Francisco, CA at a small, start-up institutional brokerage firm, Pacific Growth Equities. There she worked on IPOs and secondary offerings. She moved to Portland, OR and went to work with CCI, Inc. in 401(k) sales. During her five years at CCI she established 401(k) plans and conducted over 200 enrollment meetings for their clients. Christel also moved into the role of portfolio manager where she managed over $300M of individual and pension money. She was responsible for purchasing fixed income and equity securities. Feeling the pull of being an entrepreneur, she started her own education-consulting firm to explain the concept and importance of 401(k) plans and help companies enroll their participants.
Christel holds a Bachelor of Science in Accounting from the University of Colorado and a Master of Business Administration in Finance from the University of Oregon. She also earned the designation of Chartered Retirement Planning Counselor in 2011 and her Certified Divorce Financial Analyst designation in 2015. Active in the community, Christel is a past board member and Vice President of the non-profit, Youth Progress Association, as well as a past member of the School Advisory Council for Holy Family Catholic School. She volunteers for Financial Beginnings and she is currently a member of the Legacy Council for Start Making a Reader Today (SMART), as well as a member of the Endowment Committee for Holy Family Catholic School.