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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Understanding the different types of second opinions - PinnacleCare

Better understand your options for a second opinion on a health care diagnosis. Read more:

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People age 60+ are often targets of financial abuse and report higher financial losses than any other age group. Today is World Elder Abuse Awareness Day. Contact me to learn more about how to support your loved ones. As always, I am here.

Scaling versus Catalyzing: A Choose-Your-Own-Adventure for Impact Investors | Arabella Advisors

Have you customized your plan for higher-caliber impact investing? Learn some options here:

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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, APP, 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

Mountain reflection in water

Water: A key investable theme of 2024

Jul 15, 2024 | RBC Wealth Management

How does water fit into an investment portfolio? Learn why this key theme continues to stand out for investors.

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