As a Wealth Advisor at Canyon River Wealth Planning, Tina’s passion is helping clients plan for retirement and transition on this journey with confidence. Her mission is to empower clients to make informed decisions, providing clarity and understanding in what can be a complex and daunting financial world.
Tina often uses the analogy of a puzzle box when explaining to clients her process. Clients bring in a puzzle box full of pieces representing the parts of their financial lives. She begins by listening as clients describe, in detail, the picture on top of the box. Describing how they imagine their ideal retirement, she begins assembling the edges and corners as the basis of a comprehensive plan. She works alongside her clients to fill in the center of the puzzle with their goals and dreams, so that she can create and implement the strategies to help achieve their plan. The result is an individual plan for living a life by design. The plan works toward empowering clients with the freedom to engage in the things they love to do, in places they want to be, with the people they love the most.
Connecting with clients and giving them the time and space to focus on their values and goals is the part of her job she enjoys most. She incorporates client values, motivations, and goals to guide the planning process, providing a framework for clients to make prudent financial decisions.
Tina currently holds both the Certified Financial Planner (CFP®) and Chartered Financial Consultant® professional designations. Always striving to improve, she continues to expand her planning skill set. She is currently working to complete her Retirement Income Certified Professional® designation.
Outside of the office, Tina enjoys being active. She’s an avid golfer and often combines it with her love of travel. When she isn’t golfing, you can find her hiking and spending time with friends and family.
Education and Credentials:
- Kansas State University, Bachelor of Science
- Certified Financial Planner (CFP®)
- Chartered Financial Consultant (ChFC®)
Personal Interests:
- Passionate golfer
- Avid traveler
- Spending time with family and friends
