Tanya co-leads the firm and delivers personalized financial planning tailored to each client’s unique goals and needs.
She works across multiple areas of the organization, spearheading HR efforts while strengthening the client experience and community impact.
Tanya earned a BA in Communication from Miami University and holds her Series 65 license. In addition to her leadership responsibilities, she works with clients to create personalized financial strategies aligned with their goals and priorities. She believes the best financial advice begins with listening, understanding, and building meaningful relationships.
Outside the office, Tanya enjoys time with her husband, Doug, performing music together, traveling, or reading a good book. She and Doug share their home with two dogs and value connecting with stepsons, family and friends in Texas, Colorado and Wisconsin.