About Us - Pickwick Financial Group

Christina Walasik, CFP®, CHFEBC

The president of the company, Christina Walasik, has over a decade of experience in the financial services industry. Before starting Pickwick Wealth Management, LLC, she was VP of a successful financial services firm in Skokie, IL for 13 years. Christina’s degree in Finance from DePaul University complements her extensive background that encompasses retirement planning, wealth management, legacy planning, review of social security benefits and tax planning. Christina prides herself on the relationships she’s built with her clients over the years and understands the importance of creating a financial plan that best suits a family’s needs. Christina obtained her CFP® certification through Northwestern University.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Andrew Caverley

Andrew Caverley joins Christina as the Director of Operations of Pickwick Financial Group. Andrew completed his degree at Michigan State University (he’s a HUGE Spartan fan) in Human Resources with a specialization in Business and cognate in Political Science. He has extensive experience in financial services and in general management practices. Andrew and Christina have known each other professionally for years, and their complimentary skill sets maximize your experience with our firm.