Tina is one of our Client Service Associates. Working alongside our Advisors, she assists with financial planning and new client onboarding. Tina joined FSI in September 2018 following a career in finance, where has held a variety of financial service roles with a broad spectrum of financial firms throughout her career in Boston, MA & more recently in Research Triangle, NC.
Her current role in operations is to help clients get off to a running start with account setup, minimize paperwork, and make a smooth transition to all our unique management services. Helping clients stay the course so they can achieve their financial dreams through dedication, hard work, and attention to all the details that really matter to our clients.
In her spare time, Tina enjoys spending time with her family and friends especially family game night. Playing all the traditional board games and cards – monopoly, scrabble, checkers, chess, backgammon, Jenga, Simon, Uno, Rummy, etc. Also, Tina is a huge movie buff! Favorite genres – Sci-fi, fantasy, action, & drama. She has been known to show up at a few Star-Trek conventions, and still finds time to indulge her passion for cooking and decorating too.
919-851-8200 ext. 215