Christina Shockley, JD, CFP®
Partner, Chief Planning Officer & Wealth Advisor
University of Missouri-Columbia - Marketing (Cum Laude)
St. Louis University Law School - Juris Doctor & Taxation
Christina embarked on her journey with Gatewood Wealth Solutions in 2011, shortly after graduating from college. Determined to provide comprehensive guidance to clients for complex matters, she specialized in estate, tax, and business planning. Simultaneously juggling her full-time responsibilities at GWS and her academic pursuits, Christina achieved a significant milestone early in her career – earning her law degree.
In recognition of her outstanding client service, Christina was honored with a National Commitment to Excellence award. Her expertise in planning software, process improvement, and CRM development made her an instrumental figure in constructing Gatewood Wealth Solutions’ financial planning process and Client Care service models.
Today, Christina holds the positions of Chief Planning Officer, Wealth Advisor, and Partner in the firm. As Chief Planning Officer, Christina is responsible for designing and delivering bespoke client care services that provide top-tier comprehensive care for clients. As clients’ assets grow, so does the need for higher levels of expertise, increasingly sophisticated financial strategies, and coordinated execution. Christina ensures that the firm’s Client Care team members are comprehensively trained and well-equipped to navigate these varying degrees of complexity.
In her role, Christina ensures advisors’ proficiency extends beyond standard financial services. Not only do they offer typical financial planning, risk management, investment guidance, tax efficiency strategies, retirement, and estate planning advice, but they also possess expertise in more complex areas. This includes advising on intricate trust arrangements, estate transfer, legacy planning, wealth preservation, asset protection, and charitable giving.
Christina also continues to excel in her role as Wealth Advisor, where she serves as a client relationship manager. She ensures clients receive excellent care, especially when making crucial or complex life decisions.
Christina is an attorney (JD) and Certified Financial Panner CFP® Professional, a designation that demonstrates her proficiency in financial planning, risk management, investment, tax efficiency, retirement, and estate planning advising. She holds her Series 7 & 63 securities registrations with LPL Financial, along with her Life and Health licenses.
A St. Louis native, Christina is deeply rooted in a successful multigenerational family business, which gives her personal insight into her business owner clients’ experiences.
Christina shares her life with her husband, Kyle Shockley, and their two pairs of twin daughters, Camille, Chloe, Karsyn, and Kennedy.
A fervent supporter of the St. Louis Cardinals’ baseball team, Christina’s passion extends beyond just watching the games. She played an instrumental role in organizing the Cardinals Wives-for-Wishes event, which benefits the Make-A-Wish Foundation, demonstrating her commitment to community outreach and philanthropy.