Tatiana is a Financial Advisor currently serving the Waunakee and Madison markets. Through a detailed assessment of her client's financial goals, Tatiana helps individuals, and their families develop long-term financial strategies to help put their dreams in sight.
Prior to joining the BMO Investment Services team, Tatiana received her Bachelor of Arts in Literature and Business from the University of Wisconsin - Madison, and her Master of Business Administration from DeVry University in Milwaukee. Tatiana is a CERTIFIED FINANCIAL PLANNER™ professional. She holds securities licenses 6, 7 and 63, held through LPL Financial along with her life, accident & health, and variable life/variable annuity insurance licenses.
Tatiana stays active in her community and was the Treasurer for the Wisconsin Women Entrepreneurs. Tatiana is married with two children and resides in Waunakee.
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management