Christina Maria Lamb, CFF, Financial Planner and IRS Enrolled Agent with Nelson Financial Planning (NFP) and a FINRA registered representative and principal of Nelson Ivest Brokerage Services (NIBS), in Winter Park, Florida.
Mrs. Lamb has been in the financial industry for over 20 years and currently serves the role of Chief Operations Officer for NFP.
Mrs. Lamb joined the NFP team (formally Nelson Investment Planning) as a full-time Executive Sales Assistant to Jack Nelson and Joel Garris in 2003. In addition to serving her own clients financial needs, Mrs. Lamb’s responsibilities include providing Joel with vital information needed for each client meeting and serving as the back-office coordinator with the mutual fund companies.
Mrs. Lamb has furthered her career by obtaining her Certified Financial Fiduciary designation, Series 6 securities license, Investment Company Products/Variable Contracts Representative and Series 26 securities principal license, Investment Company and Variable Contracts Products Principal. As a Securities Principal, Mrs. Lamb oversees the transactions and trades of all the registered representatives in the office.
During the 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 is an occasional co-host of Central Florida’s longest running radio show “Dollars and Sense” heard live every Sunday from 9:00am to 10:00am on 540|740AM, generally discussing the latest Federal Income Tax news.
In 2004, Mrs. Lamb graduated from the University of Central Florida, earning her Bachelor of Science degree in Business Administration as a finance major.
In her free time Mrs. Lamb enjoys spending time with her husband, Eric and son, Ethen outdoors hiking and surfing. 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 with the American Cancer Society and the Boy Scouts of America.
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.