Professional

My mission is to spread peace of mind, progress, and knowledge around finances for each and every person and business we touch.

My team and I are excited to provide concierge financial services to you, your families, and your businesses.

I am motivated to help those with similar values as myself: to greatly impact others, be financially healthy, provide for families, and create an excitement for their future potential. With these values in mind, I have built my business working primarily with business owners, lawyers and medical professionals, as I feel it gives back to those who have given my family so much.

Education

University of Texas - Dallas - Business Administration (Bachelor of Science)

Personal

Tina was born and raised in the Dallas area and is a first generation American. Her mother and father are from Vietnam and came to the United States in 1975. They were sponsored by medical professionals that wanted to provide each of them the opportunity to make an impact on future generations and to build a greater life than they could dream of. 

Tina graduated Cum Laude from the University of Texas - Dallas with a degree in Business Administration. Upon graduation Tina invested in personal training studios where she remains a silent partner today. Tina joined Northwestern Mutual in 2015.

In her spare time Tina enjoys the outdoors, traveling, and reading. Being a life-long learner is something Tina values greatly. She also enjoys spending time with her family and friends, as well as her dog, Nigel.

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

Alex's Lemonade Stand logo

Beads of Courage

Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Visit partner website

Beads of Courage logo

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline