Christina Lynn, CFP®, AFC®, CDFA®
Christina is a wealth management consultant and researcher. Her financial planning style can be described as holistic and evidence-based, with a focus on life-planning and innovation. She works full-time for Mariner Wealth Advisors as a Practice Management Consultant and is also a part-time wealth management lecturer at Columbia University. She previously owned and operated her own divorce financial services firm and also worked as a financial planning practitioner.
Christina is currently a doctoral candidate in personal financial planning at Kansas State University. Her research interests include behavioral finances, divorce finances, and digital assets. She strives to incorporate her research skills and knowledge into her work in wealth management. Likewise, she utilizes her experience as a financial planning practitioner to inform her academic research. She has been published in the Journal of Financial Planning and Counseling, as well as the Journal of Financial Planning.
Tim Stotz, CPA, CVA
Tim Stotz is a licensed Certified Public Accountant with more than 30 years of experience assisting clients with their business tax and consulting needs. As a Partner at Woltman Group, PLLC, he specializes in tax and accounting services, consults with owners on business transitions, and provides business valuation services. Tim is a Certified Valuation Analyst (CVA) through the National Association of Certified Valuators and Analysts. He is a member of the American Institute of Certified Public Accountants and the South Dakota CPA Society. Tim stays active in the community by serving on boards and volunteer work. When he is not at work, Tim enjoys hunting, fishing and KC Chiefs games.
Bio posted soon.