Christine R. Schmitz, CPA, CFP®, LTCP, Senior Financial Advisor
Christine joined Glass Jacobson Investment Advisors, LLC in 2003. As a Certified Public Accountant, she has more than 23 years experience advising individuals and business clients with respect to their tax and financial needs. In addition to being a CPA, she has also been a practicing Certified Financial Planner (CFP®) for 15 years. In 2006, she achieved the designation of Long-Term Care Professional (LTCP), an advanced program for insurance professionals who advise clients on their long term care insurance needs. She has held securities as well as life and health insurance licenses for more than 13 years. She holds the FINRA registration for General Securities Representative and the Uniform Investment Advisor Representative. Recently, she was granted the Personal Financial Specialist (PFS) designation by the American Institute of Certified Public Accountants. Christine has special expertise in review of life, long term care and disability insurance needs as well as investment planning.
Christine holds a Bachelor’s degree from Peabody Institute of the Johns Hopkins University as well as a Certificate in Accounting and a Master’s degree in Legal Studies from the University of Baltimore.
She is a member of the Maryland Association of CPAs, the AICPA, the Financial Planning Association and its Maryland Chapter as well as the association for Women in Insurance & Financial Services.
She has served as President of the Peabody Institute Alumni Association as well as President of the American Assocation of University Women – Towson Chapter. She is a former member of the Johns Hopkins University Alumni Council and was an officer of their Alumni Executive Board. She is the AAUW Maryland Vice President for the AAUW Educational Foundation, one of the largest grantors of scholarships to post-graduate women in the United States. Christine is also currently Chair of the Finance Committee for St. Barnabas Episcopal Church in Sykesville as well as a newly elected member of their Vestry.