Tina’s approach to wealth management planning is based on three key principals: honesty, integrity and diligence.
She holds the designation of Senior Portfolio Manager – Portfolio Focus, reserved for financial advisors who have achieved a high level of success in building discretionary portfolio management businesses. The Senior Portfolio Manager Group is the most highly regarded level of portfolio manager recognition at RBC Wealth Management.
Education is important to meet client’s needs; A Master’s Degree, the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certification and the Chartered Retirement Planning Counselor℠ (CRPC®) designation has done just that. You will be working with someone who believes in serving clients' needs long-term with the solid backing of a firm with more than 150 years of experience.
Transitioning from Health Administration to the Financial Industry back in 2001 and with the resources available at RBC Wealth Management, she will provide all aspects of planning, portfolio management, and the delivery of the highest levels of customer service.
Advice and guidance clarify clients' dreams and addresses concerns. Step 2 is establishing strong investment objectives and life goals. Followed by the utilization of strategically managed stock and bond portfolios aligned with client's risk tolerance and investment objectives. Regular touches assures goals maintain current with life events.
Tina is a past board member of The Kitchi Gammi Club, Girl Scouts of America, the Duluth Superior Symphony Orchestra and The First Witness Child Advocacy Program.
She enjoy spending time with my family, running, reading, skiing, cooking and golfing.
Life is a transition. Let's talk about yours.
For asset management and income planning for retirement, marriage, divorce, inheritance, transitioning a business, Tina can help.
