Our Team

Tina Meckaroski

Wealth Advisor

Tina helps clients build financial clarity, confidence, and long-term stability. She began her career as a Financial Advisor at Ameriprise during the 2008 financial crisis, a pivotal experience that shaped her resilient and strategic approach to financial planning. Her career has since spanned prestigious firms like Morgan Stanley and Merrill Lynch, where she advised high-net-worth individuals and families, before transitioning to asset management consulting roles at Nuveen and PIMCO. There, she specialized in portfolio construction and alternative investment solutions for clients.

An immigrant from Macedonia and the first in her family to graduate college, Tina brings a deep appreciation for the value of money, financial independence, and legacy building. She holds a Finance degree from Purdue University and is Series 7 and 66 licensed through LPL Financial.

Beyond the numbers, Tina is known for her empathy and ability to translate complex financial language into meaningful, actionable guidance. She integrates mindfulness into her work and life, drawing on practices like Reiki, yoga, meditation, and sound healing to stay grounded and aligned. She finds joy in traveling the world, discovering new cultures, and spending time with her family and Goldendoodle, Leo.

Ready To Talk About Your Future?

Let's work up a plan.