Tina is a Financial Advisor with 19 years of experience currently serving the Franklin, Brookfield and Muskego markets. Utilizing an in-depth analysis of clients' unique goals, time horizon, income needs, and tolerance for risk, Tina customizes easy to understand financial plans to help meet the needs of individuals and their families.
Prior to joining the BMO Investment Services team, Tina worked as a Relationship Manager for Private Client Group. Tina received her Bachelor of Science degree in Business Administration Finance from the University of Wisconsin - Platteville. She holds securities licenses 6, 7, 63 and 66, held through LPL Financial along with her life, health, and annuity insurance licenses.
Tina enjoys spending time with her husband and their two kids. They love traveling and spending time outdoors.
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management