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