Tina joined Truliant in 1998. Throughout the years, she has held several positions in different departments at the credit union, such as Insurance Coordinator and IRA Specialist. Tina is passionate about helping members make sound financial decisions and decided to join Truliant Financial Advisors (TFA) as the Program Operations Specialist in 2017.
Tina is usually the initial point of contact for members interested in TFA offerings. She coordinates the program’s referral process, manages the annual review process, schedules client meetings and handles other administrative and operational projects for the program.
Education and Experience
From 2006 to 2012, Tina held the Certified IRA Specialist (CIS) designation through CUNA Mutual Group. Her IRA knowledge comes in handy in her current role with TFA. She is a native of King, NC and enjoys spending time with her two sons, grandson and beagle.