Tina is a Client Service Associate with Transform Wealth with over 10 years of experience in the financial services industry. She has extensive customer service experience supporting clients with their portfolio administration, account maintenance and other needs. Prior to joining Transform Wealth, Tina was a Client Services Associate at MD Financial Management supporting financial consultants and portfolio managers. In early 2021, Tina moved to Houston from Canada with her husband, Brian, and two children. Since moving to Houston, Tina and her family have explored the diverse and rich culture of the city and enjoy the warm weather. In her free time, Tina enjoys spending time with her family and supporting her kids’ various activities, including soccer and hockey.
Back to team