2018 Best Private Wealth Manager
Client Service - Firms Under $5 Billion

- Private Asset Management Magazine

Christina Winn

Christina Winn

Christina Winn is the Director of Client Service. Christina ensures that the client experience at Heritage Financial Planning is second to none. Under Christina’s leadership, the firm has been recognized nationally, most recently when Heritage was named by Private Asset Management Magazine as the 2018 Best Private Wealth Manager – Customer Service for firms under $5 billion dollars. 

Christina also works as a Paraplanner in the firm and supports the efforts of the lead advisors in the planning work that they do. This allows Christina a unique perspective by allowing her to see things from a planning perspective as well as a service perspective. 

Christina is defined by her grit, determination, work ethic and grounded yet cheerful personality.  She began working the day she turned fifteen, walking to work and saving her paychecks until she could buy her own car. When her peers changed jobs at a whim, Christina persevered and was promoted up the chain of command until she was in charge of hiring at age 19.  While successful in her role, Christina knew that education was critical to her continued development and left work to move to Austin to pursue her degree from the University of Texas at Austin.

Christina graduated from the University of Texas at Austin with honors and has also completed the Registered Paraplanner program at the College for Financial Planning. In her spare time she enjoys spending time with her family, friends and her ragdoll cat, Emmi. She loves traveling, discovering new and interesting podcasts to listen to and in the fall, she enjoys cheering on her Texas Longhorns football team.