Tina implements trades as directed by the wealth managers and produces client reports as part of her portfolio management and client reporting systems responsibilities. She assists in providing client servicing and administrative support. Tina and the Independence Advisors team joined Modera in January 2021.
Tina has over 14 years of experience in the financial services industry. In July 2012, she was awarded the FPQP® from The College for Financial Planning®.