About Tina
Seasoned executive with 25 years' experience in serving both public and private sectors along with my clients.
I am dedicated to developing lasting relationships with all my clients and always having their best interest at heart. With my securities registration and insurance licensing, education in finance and accounting, in-depth knowledge of tax regulations and experience in the corporate arena, I am able to bring a boutique perspective that other financial consultants do not have.
I'm looking forward to using my knowledge and years of experience to help you pursue your financial goals.
Education
Finance
IBF Designations
CFS®
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Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
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At a Glance
IBF Designations
1
Member Since
2015
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Practitioner-Reviewed education since 1988
Profile verified · March 2026
Understanding Credentials
What makes an IBF-designated advisor different?
1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
501(c)(3)
Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.