Tina is a vital member of our team with her attention to detail and service-oriented initiative. In her role as Financial Advisor, RJFS, Tina’s focus will be on women investors using our comprehensive approach to planning to allow them to gain self-assurance in their financial goals. In her role as Sr. Client Service Manager, she is responsible for handling our clients most complex 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 Raymond James 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 and has earned the Accredited Asset Management SpecialistTM designation.
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 35 years and currently calls Milford, Ohio, her home. Tina has two sons—Austin and Grant, and a daughter—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.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.