We couldn't provide the high level of service we do at CJW Financial Associates without the dedication and enthusiasm of our team members. Our clients benefit from a tight-knit group who have worked together for years, ensuring a client experience that's as seamless and efficient and as it is responsive and tailored to your needs.
With more than 15 years of experience in the financial and insurance services industry, Filiz is a seasoned pro whose knowledge of our daily operations and client-services processes is essential to our team.
She works closely with Christopher as his personal executive assistant, facilitating timely communications with clients and acting as liaison to the companies we work with. Her in-depth knowledge of what we do and how we can help clients achieve their goals also make her a unique asset as a new business specialist.
Filiz and her husband have twin sons, now grown, and in their leisure time they enjoy traveling with their dog, Percy.
Kristina is one of the reasons our clients get a clear-eyed understanding of what we do and how we support them in their financial goals. With eye for design and data-driven layouts, she is always on the lookout for new and better ways to assist Christopher with client presentations.
She is also an essential part of the smooth running of the office, assisting in the day-to-day functions of CJW Financial Associates. She maintains client files, organizes the data we use for client reports, and monitors market changes regarding the various companies we work with.
Kristina has been on the CJW team for eight years, starting first as a part-time assistant and working her way in responsibility to a full-time position.