Cristine Marik, CFA, CFP®

Executive Advisor

Department: Advisors

Experience: Wealth Management since 1997 

Education: Bachelor of Science in Finance, University of Illinois at Urbana-Champaign 

Cris joined the Modern Wealth advisory team when OFM Wealth became Modern Wealth Management in April 2025. She started advising clients at OFM Wealth in 2016 and previously held similar roles at other fiduciary wealth management firms in the Chicago suburbs. Cris is excited to share ideas with her new colleagues and leverage Modern Wealth’s investment, tax planning, and other resources to serve clients. 

Cris was inspired to pursue a career in financial planning after her father’s sudden death over 30 years ago when she helped her mother successfully address the numerous money and investment decisions confronting a surviving spouse. In the years since, she has guided both women and men as they navigate the financial changes encountered during their own experiences with divorce or widowhood. 

Cris’ focus is to help her clients create an organized plan for their personal finances and investments so they may feel more confident about their future and be free to focus more on their careers, families, and other life priorities. She works with her clients to connect their personal intentions with their investment portfolio.  She also helps them assess their retirement readiness and develop strategies for a sustainable retirement income plan. 

As an avid golfer, Cris spends much of her free time during the golf season on the links and is a long-time member of the Chicago Chapter of LPGA Amateur Golf Association. She loves to travel with her golf buddies to top golf destinations and share in their mutual passion for women’s golf, appreciate the beauty of nature, and enjoy the laughs and close friendships developed on and off the course. 

Let’s Talk

Schedule a Conversation Today

Click below to schedule a short conversation with our Concierge Desk.

They will work with you to understand your needs and coordinate with the right advisor for your situation.

 Schedule a Meeting

Already a client? Click here to contact us.