Our Team

Tina partners with accomplished women—and the families they support—to pursue deep financial clarity, confidence, and long-term stability. She guides clients who are motivated to truly understand their options: gaining a clear view of their net worth, optimizing cash flow, aligning goals, and making intentional investment decisions that support their vision without overwhelm or guesswork.

With over 18 years in corporate America and the financial industry, Tina began her career as a financial advisor at Ameriprise during the 2008 financial crisis—an experience that instilled a calm, strategic mindset for navigating complexity. She went on to advise high-net-worth individuals and families at Morgan Stanley and Merrill Lynch, then shifted to institutional consulting at Nuveen and PIMCO, where she specialized in portfolio construction and alternative investment solutions.

Tina has lived the realities many of her clients face: serving as the higher earner in her household, balancing financial and non-financial contributions, navigating a divorce, pivoting from advisory to consulting roles, and taking an intentional career pause before launching her own practice as an entrepreneur. As an immigrant from Macedonia and the first in her family to graduate college (with a Finance degree from Purdue University), she brings a profound appreciation for financial independence, thoughtful decision-making, and multi-generational legacy.

Series 7 held through LPL Financial, and series 66 held through both LPL Financial and HighPoint Advisor Group, Tina is known for translating complex concepts into clear, practical guidance. Her approach blends disciplined planning with behavioral insights and mindfulness—drawing from her own practices in yoga, meditation, and sound bowls —to help clients feel organized, informed, and grounded in their choices.

Outside the office, Tina cherishes time with her family, travel, and her Goldendoodle, Leo. She encourages clients to weave this same balance into their financial lives, ensuring wealth serves life rather than the other way around.

If you’re a woman ready to own your financial picture with confidence and calm, Tina invites you to connect for a no-obligation conversation.

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