A commitment of focusing on client's needs and desires is what Tina promises. She builds a strong relationship with clients and helps them with financial strategies to get a better return on life so they can enjoy what is most important to them. Tina utilizes top quality products and services to help meet client financial and investment goals and believes strong relationships are key to successful financial planning.
She holds her FINRA Series 7 & 66 Securities registrations as well as her Life & Variable Life, Accident, and Health insurance licenses. She has also acquired the Accredited asset Management Specialist (AAMS) designation.
Outside the office, Tina and her husband, Jim, enjoy an active life on the Wolf River in Fremont, with their three adult children and two cherished grandchildren. Tina enjoys golfing, volleyball, and giving back to the community through coaching, volunteering, and board participation.