Tina is a vital member of our team with her attention to detail and service-oriented initiative. She holds Series 7 and 66 securities licenses and is one of the initial points of contact for our clients in servicing their account needs. Tina builds and fosters client relationships by focusing on high-level client service and proactive, efficient communication. She is committed to delivering client-focused and seamless strategies to our clients and loves assisting those we serve in the pursuit of their financial goals.
Before joining our team in February 2021, Tina was a registered senior branch office administrator at Edward Jones for seven years. During this time, she was known for her high-level of client service. She also served as a regional meeting coordinator in a voluntary leadership capacity. Her background includes diverse roles in office administration, marketing and human resources, as well as time spent as a small business owner and operator. Tina holds an associate degree in legal office administration.
Tina was born in Kentucky, but moved throughout the eastern United States as a child, including locations in Florida, Alabama and Illinois. She resided in the Loveland area for 34 years and currently calls Milford, Ohio, her home. Tina has two sons and a daughter, Austin, Grant and Samantha. She has been very involved in volunteerism with her children’s elementary school and parent-teacher organization, chairing multiple committees and serving on the board. Tina is health-conscious and enjoys fitness classes at the gym, the outdoors, traveling, and spending time with her family.