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Cristina Hansen, CPFA®
Director of Client Service, Retirement Plan Advisory
Cristina Hansen, CPFA®
Director of Client Service, Retirement Plan Advisory
Cristina Hansen is the Director of Client Service and leads the Retirement Plan Advisory service team, providing guidance and support to ensure the team achieves its objectives. She also identifies new business opportunities, develops proposals, and expands the retirement plan advisory practice.
Cristina graduated from Boise State University with a Bachelor’s in Business Administration, specializing in International Business and Finance. During her time at BSU, she gained valuable experience as a Sales and Marketing Intern for State Farm Insurance and as an Energy Efficient Promoter/Intern for Idaho Small Business Development Center (ISBDC) in the Energy Efficiency Program. After graduation, she worked for Baxter BioScience as a Human Resource Intern in Singapore.
Over the past decade, Mrs. Hansen has specialized in managing retirement plans and providing individual attention to each client’s unique needs and objectives. She understands the complexity of providing a company retirement plan and works to ease the process for both plan sponsors and participants, by providing fiduciary support with plan administration, compliance, and investments. Cristina holds the Certified Plan Fiduciary Advisor (CPFA) designation, Series 65 registration, and Life Insurance License.
Outside of work, Cristina enjoys spending time with her husband and two young children, baking, trying out different foods, and staying active by enjoying the outdoors.
Mark Tucker, CFA®
Chief Investment Officer
Mark Tucker, CFA®
Chief Investment Officer
Mark serves as Chief Investment Officer for Wheeler Wealth. He is responsible for the research coverage of all sectors in our portfolios as well as the day-to-day oversight and management of trading. He has extensive experience creating and managing equity and total portfolio strategies, in addition to managing taxable assets and developing strategies to minimize taxes with the opportunity to enhance returns.
Following college, Mark started his investment career in equity research before moving to the investment management side of the business. He worked in trading and research before transitioning to a portfolio management role. Mark has over 23 years of investment experience and 19 years of discretionary portfolio management experience. Mark most recently oversaw over $1 billion in high-net-worth client portfolios comprised of individual equities, fixed income securities, exchanged traded funds and mutual funds.
Mark is a holder of the right to use the Chartered Financial Analyst® designation, receiving his charter in 2005. A Chartered Financial Analyst (CFA®) charter is a designation given to those who have completed the CFA® Program and completed acceptable work experience requirements. The CFA® Program is a three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning.
Mark and his wife, Heather, have two children. When not in the office, Mark enjoys an occasional game of golf, spending time with his family and pursuing volunteer activities. Mark is currently the president of his homeowner’s association, former board member for his church and past board chair of his church Preschool.
