Tina began her career in the financial services industry in 2014 through consulting and entrepreneurial work, experiences that shaped her belief that financial planning is most effective when it reflects real life and not just numbers on a page. Growing up with parents who owned and operated small businesses, Tina developed an early appreciation for the complexity, responsibility, and long-term thinking that financial decisions require.
Tina believes in a holistic, relationship-driven approach to financial planning, recognizing that each client’s goals, values, and circumstances are unique. She is especially passionate about working with couples and professionals as they plan for the future, whether that includes marriage, growing a family, navigating career changes, or building long-term financial security.
Known for her thoughtful, organized, and process-driven approach, Tina brings structure and clarity to complex decisions. She holds certifications in project management and is a Lean Six Sigma Black Belt, and she is currently working toward her Certified Financial Planner™ (CFP®) designation. These experiences allow her to help clients translate big-picture goals into clear, actionable strategies. At the core of her work is the belief that when people feel informed and aligned, they are better equipped to move forward with confidence and peace of mind.
Tina lives in Chicago with her husband, Yale, and their three-year-old daughter, Leia.