meet the ALEC wealth management team

With over 17 years of financial services experience, Christine is committed to providing personalized financial options for each of her clients and their families. Christine is passionate about listening to the needs of her clients and providing them with the education they need to make smart financial decisions. She also has a deep understanding of the retirement planning process, including early planning for retirement and retirement income planning, investment management, retiree medical insurance, how Social Security plays into the retirement picture and more.

Christine has a Bachelor’s degree in Finance from Saint Mary’s College and a Masters of Business Administration (MBA) from The University of Chicago with concentrations in Finance and Business Strategy. She holds licensing in life, health and long-term care insurance, and she is FINRA Series 7 and 66 registered with LPL Financial to sell securities and provide financial advice. Christine holds her Chartered Financial Consultant (ChFC^®) designation from The American College.

When she isn’t at the office, Christine enjoys working with local high school fine arts programs, participating in community fine arts groups, gardening, home improvement and enjoying time with friends and family.

Starting in late 2022, Cody is the newest addition to the ALEC Wealth Management team and will be assisting members as a Financial Advisor. He finds great fulfillment in helping members understand where they are, where they want to be, and how to get there. He believes that education now makes dealing with the unforeseen events of the future far easier to navigate.

With a Bachelor’s Degree in English from Southern New Hampshire University, and a certificate of Spanish from Northern Michigan University, Cody decided to further his education and pursue a career in finance by sitting for the FINRA Series 7 and Series 66 exams and is now registered with LPL Financial to sell securities and provide financial advice.

Cody grew up in the rural Upper Peninsula of Michigan where he enjoyed the pristine beauty of the many lakes and forests. His appreciation for the panoramic vistas of Lake Superior led him on a quest to witness the splendor that the rest of the world had to offer. He has spent time vacationing or living in 14 different countries on 5 different continents, and while traveling uncovered a love of foreign languages that he never would have been exposed to in the U.P.

The majority of his free time is spent reading, watching documentaries or listening to podcasts, but more than consuming new information, he loves to share what he learns with others.

To schedule an appointment directly with Cody, click on his calendar link.

Colleen Farm is the Investment Services Coordinator with the ALEC Wealth Management Program. She has been with ALEC since 2002 in various roles, including a Member Service Representative and Part-Time Receptionist.

Colleen is passionate about building relationships with ALEC members and assisting them with their financial needs. As the Investment Services Coordinator, Colleen can assist members to schedule appointments with Christine, as well as help with any program-related requests or questions.

In her spare time, Colleen loves sports, road trips and trying out new restaurants.

Just as life changes, so do your financial goals. Make sure you are on track by working with ALEC Wealth Management. Our team of experienced financial professionals will work with you to help you make sound financial decisions consistent with your risk tolerance, investment time frame, and goals.

Our services include:

• 401(k) and pension plan rollover services
• Asset accumulation and preservation
• Developing a savings and investment plan
• Education funding
• Protecting you and your family with life insurance and long-term care
• Reviewing your current financial plan
• Managing your investments

For more information on our services or to schedule a no-cost, no-obligation appointment with one of our advisors, please complete this form.

Upon completion, a representative will contact you within one business day.