Christina Lamb, MBA
Christina Maria Lamb is a Financial Planner and IRS Enrolled Agent with Nelson Financial Planning (formerly Nelson Investment Planning Services) and a FINRA registered representative and principal of Nelson Ivest Brokerage Services (NIBS), in Winter Park, Florida.
Mrs. Lamb graduated from the University of Central Florida earning her Bachelor of Science degree in Business Administration as a finance major. While attending college, Mrs. Lamb worked a full time accounting position with Aramark and joined the firm as a financial intern.
Upon graduation in December of 2004, Mrs. Lamb became a full time Executive Sales Assistant to Jack Nelson and Joel Garris. In addition to serving her own clients, Mrs. Lamb’s responsibilities include providing Joel with vital information needed for each client meeting, serving as the back office coordinator, and acting as the information liaison for NIPS and NIBS to the mutual fund companies and other service providers. Mrs. Lamb has furthered her career by obtaining her Series 6 securities license, Investment Company Products/Variable Contracts Representative and Series 26 securities principal license, Investment Company and Variable Contracts Products Principal.
During Federal Income Tax Season, Mrs. Lamb’s responsibilities extend to the coordination and organization of tax information obtained from individuals and certain corporations for the appropriate tax filing. As an IRS Enrolled Agent, Mrs. Lamb’s has the privilege of representing tax clients before the IRS.
Mrs. Lamb’s volunteer work in the community includes involvement with local public schools in the Kissimmee/Saint Cloud area where she grew up, along with yearly participation in the American Cancer Society’s “Relay for Life”.
Mrs. Lamb has been married to Eric Lamb since February 23, 2008. They have one son Ethen, who was born on October 11, 2009.
What Sets Us Apart?
- Integrated retirement planning, tax mitigation, legacy planning and wealth management with a focus on timely and proactive client communication.
- Family owned and operated since 1984 with a tradition of producing superior investment results at a cost typically 25% less than other firms.
- Central Florida’s fastest growing and most honored financial planning firm with the area’s longest running radio show.