About Tia
Tia’s goal is to provide clients with a solid foundation for investment allocation, savings levels prior to retirement, and spending levels in retirement. She believes that the best results are achieved when quality planning works in harmony with active portfolio management.
Tia has over 30 years of experience and is dedicated to helping clients make informed financial decisions by offering her objective and professional perspective.
Tia has three children and three dogs. In her free time, she enjoys being active outdoors and practicing yoga.
Education and Professional Milestones
- Ball State University - bachelor's degree in accounting
Tia’s goal is to provide clients with a solid foundation for investment allocation, savings levels prior to retirement, and spending levels in retirement. She believes that the best results are achieved when quality planning works in harmony with active portfolio management.
Tia has over 30 years of experience and is dedicated to helping clients make informed financial decisions by offering her objective and professional perspective.
Tia has three children and three dogs. In her free time, she enjoys being active outdoors and practicing yoga.
Education and Professional Milestones
- Ball State University - bachelor's degree in accounting