The next step you take, will be the last step you take alone.


Value statement

My grandparents were immigrants from Sicily and Italy and our strength was built on faith and family.  At a very young age, I was taught integrity above all else.  My husband, children, and grandchildren assure my path is paved with kindness, appreciation, giving and the pursuit of knowledge.  

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Health Insights: Navigating Trending Healthcare Topics

Ease the stress of emergency medical treatments, especially while away from home, with these tips.

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3 Lifestyle Changes for Clients Who Are New to Wealth - Aquilance

Extend your wealth with these three simple lifestyle changes. Learn how:

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THE NEXT STEP YOU TAKE WILL BE THE LAST STEP YOU TAKE ALONE When you need professional financial advise, I am here. When my clients experience a hole-in-one, a birth, a death in the family, when they prepare for retirement or simply need advise to relieve financial anxiety, they call me. It's not about MONEY, it's about LIFE.

Let’s take the next step together

I would value the opportunity to learn more about your financial goals and how I can be of service to you. Please contact me at 651-228-6929,, or fill out the form below to schedule a meeting. I look forward to hearing from you.

Meet Tina and Charles

Learn more about us

Tina Licari headshot

Tina Licari, CFP®, CRPC®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

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image of Charles Athmann

Charles Athmann, CPFA®

Investment Associate


Seeing opportunity in challenges

Life is unpredictable, so we help you plan for the challenges that come your way. Like in the game of golf, seeing challenges as opportunities and remaining calm under pressure help drive success.

Contact me  to help you see things differently and tee up your financial goals.

Latest Insights

Commuters on a train

A return to yield curve normalcy?

May 23, 2024 | Atul Bhatia, CFA

The ongoing yield curve inversion appears out of line with record equity markets and robust commodity pricing. We look at some reasons investors are accepting lower yields on longer-maturity bonds.

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