Funding Coordinator
Tina is coordinating our trust funding process for our clients. We appreciate Tina’s can-do attitude and the wealth of knowledge and work experience she brings to the firm. Tina grew up in a small town just south of Rockford, Illinois, and graduated from Marquette University. Besides having a rich work history in various marketing and managing positions, Tina’s strong background in the financial sector has prepared her well for her current role. In fact, Tina is a self-described “nerd” when it comes to financial planning and our clients reap the benefits! Having been a part of much larger, national corporations, Tina now loves working in a smaller, family-oriented business and seeing first-hand how estate planning helps so many people. “Meeting and getting to help wonderful people are the best parts of my job!” says Tina. When not crunching numbers, Tina enjoys pending time with (spoiling!) her cat, Noah and dog, Ringo; as well as traveling, going to concerts, and volunteering. Being a current member and past president of the Janesville Women’s Club, continues to be a rewarding experience for her.
She enjoys learning about other people and cultures when she isn’t working for our clients. She developed a passion for traveling as a young girl. Each summer, she would venture out on a new mission trip, the source and beginning of her massive map and postcard collection. What places does she still want to visit? Everywhere.
