Tina is firmly committed to developing long-term client relationships; and, through a consultative investment planning approach, she addresses your education, estate, and insurance planning needs together with the financial implications of job changes, divorce, births, and deaths.
Tina works with her clients to ensure that their investment strategies and wealth management plans continue to be tailored to their specific needs. She will schedule periodic portfolio review meetings, which serve as her primary opportunity to sit down with you and reassess strategies, investments, and planning.
Tina works with her clients to ensure that their investment strategies and wealth management plans continue to be tailored to their specific needs. She will schedule periodic portfolio review meetings, which serve as her primary opportunity to sit down with you and reassess strategies, investments, and planning.