Private Wealth Management
Retirement Plan Consulting
Institutional Portfolio Services
Tina joined SFSI in 2014 as a Client Relationship Manager. With nearly 20 years of experience in the financial services industry, she provides ongoing client relationship interaction, onboarding of new clients, facilitates the client review process, and provides service for our Wealth Management division. Additionally, she also oversees our internal processes, licensing and registrations, and compliance.
Tina’s past experience includes Fortune Financial and BMO Harris Financial Advisors, where she spent over 14 years. In both firms she provided support to financial advisors in all areas of their businesses. This included client reviews, trading and reporting, purchase of insurance products, and coordination with broker/dealers. She has also enjoyed planning and facilitating client and prospect seminars. Tina is focused on delivering a high level of customer service and responsiveness to requests.
Born and raised in Minnesota, she crossed the border for her BS at South Dakota State University in Brookings. During that time she worked in the research lab for the veterinary science department. Following graduation she shifted her focus to banking and investments. Prior employers include Fidelity Investments, M&I/BMO Harris, and Fortune Financial.
Tina is married with three young daughters. She loves the outdoors and is active in her neighborhood community and local church.
Insurance Licensure: Life and Health
Operations, Technology & Compliance Manager
Will joined Stiles Financial Services as the Operations, Technology & Compliance Manager in 2021. He brings over seven years of corporate project management, business intelligence reporting, sensitive information data compliance, and internal business process documentation among many other business management tools including expert proficiency in Microsoft Excel. Prior to working for Stiles Financial Services, Will most recently worked as a Customer Experience Improvement Business Analyst local Twin Cities business Surescripts, the nation’s most trusted healthcare information network Prior to that, he worked for Ziegler Caterpillar in various capacities from Warranty Analyst to Marketing Customer Relationship Management. He enjoys applying his critical thinking skills professionally, and looks forward to finding innovative opportunities with his colleagues at Stiles Financial Services to enhance our clients experience.
Will is a Minnesota native and he graduated from Edina High School with honors, and went on to graduate from Hamline University in St. Paul, MN where he earned his B.A. in English. He continued his education at Southern New Hampshire University where he received his MBA with a certificate in Healthcare Management in Manchester, New Hampshire. Will’s educational and professional background has grounded him with an excellent foundation for business operations and compliance management. He has experience in data compliance, software administration management, and developing and implementing personnel training programs that will help Stiles Financial leverage all of the technology tools the firm is investing in to improve both internal business practices and ultimately our client’s customer experience.
Will is a long-time avid motorcycle rider of a Yamaha FZ8 and Yamaha Vino 125s, both owning and finding meditation in tinkering with and fixing motorcycles. Will has been very fortunate to be engaged in his Greek heritage by traveling to Greece on several occasions throughout his life. Most recently he and his wife took a cruise of a lifetime around many of the beautiful Greek islands. He is a foodie and home cook that is into smoking meats, vegetables and hot peppers; and dabbles in fermenting foods like hot peppers for hot sauce and kombucha. He is a nerd who enjoys many types of board games, yet also likes to watch sports like football and soccer. He enjoys fishing and bicycling outdoors, and spending quality time with friends, family and his dogs. Will resides in Bloomington with his wife and two Pomeranians.
Janet joined Stiles Financial Services Inc. as the Office Administrator, bringing 28 years of financial industry experience.
Janet was with Wells Fargo Advisors providing support to financial advisors in all areas of their business while building a reputation for providing excellent customer service. This included handling the administrative side of setting up new accounts, processing deliveries/payments, researching account problems and maintaining files to meet regulatory requirements.
Janet was born and raised in Minnesota. After High School graduation, she traveled Europe with her sister and family friends where they were fortunate to see many places. She went to Anoka Ramsey Community College for Business Management.
Janet lives in Roseville with her husband of 20 years and their two teenage girls and 2 dogs. She enjoys watching her girls play sports, swimming, and traveling.
Marketing & Communications Manager
Kaylin Eidsness joined Stiles Financial Services in 2020 as the Marketing & Communications Manager. Kaylin brings with her more than a decade of public relations, crisis communications, marketing and graphic design experience. Prior to working at Stiles Financial Services, Kaylin worked for the City of Edina as Senior Communications Coordinator. She enjoys applying her communications and marketing knowledge to the financial services industry.
Kaylin grew up in Stillwater, Minnesota and graduated from Saint Mary’s University in Winona, Minnesota with a bachelor’s degree in Public Relations and minor in Graphic Design. While in college Kaylin studied abroad in Florence, Italy. Kaylin is an active member of the Rotary Club of Edina, Edina Chamber of Commerce and sits on the executive board of the Edina Crime Prevention Fund and Edina Fall Into The Arts Festival planning committee.
She lives in an old house with her husband and their three young children. In her free time Kaylin enjoys cooking and baking, gardening and Pilates. She loves touring houses, interior design, traveling and all things history.
Kaylin enjoys getting to know the clients of Stiles Financial Services and helping to plan the fun and educational events that Stiles Financial Services has built a reputation of hosting!