With more than 25 years of experience in the financial services industry, Tina serves as a dedicated Director of Client Relations, known for delivering exceptional client service and building lasting relationships. She holds Series 7 (held with LPL Financial) and 66 securities licenses and is a Chartered Retirement Planning Counselor (CRPC®).
Tina provides client support across the full spectrum of wealth management, including financial planning, banking, and insurance. She is committed to creating a seamless, detail-oriented experience that ensures every aspect of the client journey is handled with care and precision.
She resides in New Franklin, Ohio, with her husband, Arron, their three children—Tyler, Austin, and Alayna—and their dog, Ava.