Cristine Sager is a seasoned financial services professional with 25 years of experience supporting wealth management teams, managing client relationships, and overseeing operational functions. She is dedicated to building and maintaining trusted relationships through a proactive, personalized approach to meeting clients’ needs. Christine is committed to delivering exceptional service and fostering long-term partnerships grounded in trust and excellence.
Christine earned her Bachelor’s Degree in Business Administration with a concentration in Finance from the University of Akron’s Honors College, where she built the foundation for her career in financial services. During her 20 years with Merrill Lynch, she held a variety of roles in client service, leadership, and relationship management. Prior to joining Upstream Investment Partners, she expanded her experience at Edward Jones and other Registered Investment Advisor firms, gaining a well-rounded perspective on delivering thoughtful, client-focused financial guidance.
Christine lives in Prosper with her husband Rob, their two daughters, and their beloved Labrador, Capri. When she’s not in the office, she enjoys spending time with family, getting lost in a good book, exploring new places, and catching live music whenever she can.