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I provide clients with financial advice and custom portfolio management services aligned with their goals. Among other needs, I help clients with financial, investment and debt management; both personal and corporate retirement planning; and wealth transfer.
I have been a financial advisor since 1997. In 2018, I was ranked 4th in Iowa on the Forbes list of “Best-In-State Wealth Advisors”. Since 2011 I have been recognized as a Wells Fargo Advisor, Premier Advisor. I am also a Fundamental Choice Portfolio Manager, a Wells Fargo designation that indicates the ability to adjust portfolio allocations as market changes arise. I received my B.A. degree from Augustana College in Rock Island, IL.
I enjoy reading, cooking, planting and grafting trees, traveling, and pursuing cultural experiences. My charitable work includes working with Quad City Arts, Quad City Chamber, The Optimist Club, Friends of India Association, and the Community Foundation of the Great River Bend. My wife K, and I live in Milan, Illinois, with our two children, Sophia and Sameer.
* Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
**The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production, completion of educational components and professionalism
Tina’s role on the team is to establish new client accounts, help manage client meetings, conduct calls to clients, assist in developing retirement plans, engage in event planning and implement other special projects. Her specialty is providing clients with consistently exceptional service with a commitment to detail.
She has worked in the financial industry for nearly 40 years in a variety of roles. She has her Series 7 and 63 securities registrations, along with her Life, Health, Annuities and Long-Term Care insurance licenses. She has a B.A. in management from Virginia Wesleyan College.
Tina and her husband, Mike, have 5 children, 9 grandchildren and 3 fur babies. She is devoted to her family and enjoys ballroom dancing, weightlifting, camping, cooking, crafting and the traditional Sunday family dinner. She has volunteered with the Lutheran Social Services Teen Runaway program.
Sarah's role is helping clients with a variety of administrative tasks, from processing their transactions and placing trades to opening all accounts and staying in close contact with clients as their lives continue to unfold. She keeps clients informed about market changes through emails and mailings regularly.
Sarah joined our team as a Senior Registered Client Associate. She has been in the Financial Services Industry for over 34 years, multiple industry licenses, including Series 7, 66, 9 and 10 registrations, along with Life, Health, Annuities and Long Term Care insurance licenses. She has held the roles of Director of Network Office Supervision and Investment Operations Manager with another firm, giving her a broad perspective on clients’ various financial needs.
Sarah and her husband, Chris, have 2 sons. Outside the office, she enjoys boating, camping, scrapbooking, reading spending time with friends and family, and volunteering at her church.
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Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.
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