Office Manager, Registered Assistant
Tina co-founded Kalyx Capital Management in August 2016. Tina focuses on high quality service to Financial Advisors and their clients with an emphasis on operational support. Tina began her career in the financial services industry with A.G. Edwards in 2000, where she received her Series 7, 63, and 66 to pursue her career as a Registered Assistant and Client Service Associate. Tina has worked at various firms over the years to gain the experience and knowledge to provide the essential skills needed to be a supportive and proactive advocate to Financial Advisors and clients.
When Tina is not in the office, she can be found spending time with her family; traveling, running, skiing, and spending time outdoors particularly at the lake, at the mountain, or at the beach.
Tina earned the following degrees:
Bachelor of Arts in Sociology with a Minor in Business Administration: University of Oregon, Eugene Oregon, 2000