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Christina Lopes

Associate Director and Executive Assistant to Tracy Reierson

clopes@gvcaponline.com

Christina Lopes is an Associate Director with Global View Capital Advisors, bringing five years of industry experience and a lifelong passion for financial services. Licensed to work in Wisconsin, Christina holds Life and Accident & Health insurance licenses and is an Investment Advisor Representative with a Series 65 securities registration. She earned her Associate Degree in Accounting from Ashworth College.

Christina’s career journey is diverse and enriching. She spent three years as a legal assistant and bookkeeper at a family law office where she worked closely with clients in challenging circumstances and paid meticulous attention to detail, especially when analyzing financial documents to prepare asset/debt reports. Before entering the financial sector, Christina worked her way up from a transcriptionist to a licensed Texas Private Investigator, locating parties, conducting interviews and gathering reports. Additionally, she successfully owned and managed her own spa business for five years.

In her current role, Christina manages Tracy Reierson’s office while being mentored by him. Tracy’s 20+ years of experience and dedication to serving others deeply resonate with Christina’s values. She chose this profession after a personal experience seeking life insurance following a frightening incident involving her husband at work. The trust and confidence Tracy inspired in her now drives her passion for helping clients navigate their financial options and achieve their goals.

Christina specializes in creating tailored financial plans that cater to each client’s unique situation, likening her work to solving a puzzle. She enjoys identifying the pieces and putting them together to form a cohesive strategy that helps guide clients through life’s various phases. When meeting new clients, Christina emphasizes her commitment to honesty and personal investment in their success. She understands the difficulty of trusting someone with personal financial information and strives to make clients feel like family. She is also particularly passionate about educating the younger generation on making sound financial decisions early on. Christina’s mission is to help clients feel confident in their financial decisions and future, and seeing those clients leave her office with a smile and a sense of relief brings Christina immense joy.

Originally from Durand, a small town near Eau Claire, Wisconsin, Christina moved to Wausau and has enjoyed calling central Wisconsin her home for nearly 20 years. She married her husband in 2006 and has two teenage children with him. Christina has been actively involved in her community, having served in various leadership roles including the local chapter of the International MOMS Club, her children’s elementary school’s PTO Board, the local Cub Scout Pack, and volunteering at the YMCA Childcare and MS Walk.

In her spare time, Christina embraces her creative side, enjoying DIY and home improvement projects. She also has a keen interest in true crime shows, reflecting her love for puzzles and information gathering. Christina’s dedication to her clients, community, and family exemplifies her commitment to making a positive impact in all areas of her life.

Our Team: GVCA Mid-Wisconsin

The Global View Mid-Wisconsin team was assembled to look out for you, and we walk into the office each day with our clients at the top of our minds. We’re also proud to bring nearly 75 years of combined financial services experience to our clients, meaning that we’re well-versed and able to tackle any scenario we may encounter. In Wausau and Marathon County, we know community comes first, and our team is morally, ethically and emotionally prepared to help you chase your dreams.

Gerri Meverden

Executive Director/Partner

Tracy Reierson

Executive Director

Megan Behnke

Associate Director

Mark Dittmann

Associate Director

Christina Lopes

Associate Director

Philip Schweik

Associate Director

Karen Danczyk

Managing Director

Let’s Build Something Together!

We at Global View Capital Advisors Mid-Wisconsin in Wausau and Marathon County believe in the power of communication.  We understand your goals, and we’re ready to help you bring your dreams to life. Contact us for a comprehensive review and schedule a complimentary and commitment-free appointment today.

Contact Us

Address:
215 Grand Avenue
Wausau, WI 54403

Phone: (715) 298-0313
Fax: (715) 298-0308
Email: mbehnke@gvcaponline.com

Global View Capital Management, LTD (GVCM) is an affiliate of Global View Capital Advisors, LTD (GVCA). GVCM is a SEC Registered Investment Advisory firm headquartered at N14W23833 Stone Ridge Drive, Suite 350, Waukesha, WI 53188-1126. 262.650.1030. Gerri Meverden is an Investment Adviser Representative (“Adviser”) with GVCM. Additional information can be found at www.adviserinfo.sec.gov

Global View Capital Insurance, LTD (GVCI) is an affiliate of Global View Capital Advisors, LTD (GVCA). GVCI services offered through ASH Brokerage and PKS Financial. GVCI is headquartered at N14W23833 Stone Ridge Drive, Suite 350, Waukesha, WI 53188-1126. 262-650-1030. Gerri Meverden is an Insurance Agent of GVCI.

Securities offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA I SIPC and headquartered at 80 State Street, Albany, NY 12207. Tel: 518-436-3536. Gerri Meverden is a Registered Representative of PKS which is otherwise unaffiliated with Global View Capital Advisors. Additional information can be found at www.brokercheck.finra.org  NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY