I get to know Tina when we worked together. I mentioned to Tina about my concerns for an early retirement as my financial status at that time was quite messy, with investments all over the places. Tina has been providing to me her expert advice in a very professional manner. Her cares for her clients is like a friend which made me feel comfortable to let her manage all my accounts. She is trust worthy and friendly. Now I can have an early retirement when I wish. Thanks Tina for your excellent service and great help 😊
My wife and I have known Tina for over a year. We trust Tina because unlike some other insurance agents who always focus on their product, Tina took a client centered risk based approach to understand our needs before presenting any solution. She’s very professional, knowledgeable, and patient to answer any of our questions before we can make a final decision. We never feel being pushed around Tina. She always has our best interests in mind!
Tina has been provided financial planning service for my family about five years. Her work style is professional and considerate as she always thinks from our family’s perspective and gives personalized advice. Also, she is extremely responsible. Whenever we have a question, she explains clearly to make sure that we understood! We are very much appreciated, Tina is worthy of trust!