Tina is energized by providing traditional advice and guidance that supports her clients’ dreams by establishing strong investment objectives and life goals. She develops dynamic, strategically-managed stock and bond portfolios to align with her clients’ risk tolerance and investment objectives. She also identifies and implements opportunities for wealth transfer strategies. Periodic reviews helps assure investments are aligned with income and growth objectives of each individual investor. Her approach to service revolves around four key principles — understanding, communication, objectivity and integrity.