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


Value statement

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.


Let’s do brunch: Learn the true value of money

Jan 04, 2020 11:00 AM - 01:00 PM Central Standard Time
831 East Superior Street Duluth, MN , 55802

As you begin this next chapter of your life, join us for a discussion about money, including how to make it, how to spend it and how to hang on to at least some of it. Learn how to get started and stay on the right financial track. Feel free to invite parents or grandparents.


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Global Insight 2020 Outlook

We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 Outlook.


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 218-728-8437,, or fill out the form below to schedule a meeting. I look forward to hearing from you.

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Latest Insights

Feature image photo of businessman

The Fed’s “insurance” cuts look set to pay off

Dec 13, 2019 | Thomas Garretson, CFA

The Fed thinks its rate cuts will reduce economic uncertainty and a phase one trade deal appears at hand. Will either shift the investing landscape?

Read more