- Licensed to work in the financial services industry since 2001
- Securities registrations: series 7, 63, and 65
- Life, Health, & Variable Annuity Insurance License
- Licensed in multiple states - for more information, contact Taina
- B.S. in Business Administration/Finance from Arizona State University
Taina left a 16-year career in the airline industry to become a Financial Advisor. She felt it was important to help promote financial literacy and to help others develop a path to financial independence.
Today’s economy is very challenging. More than ever, clients are looking for advice on a variety of financial subjects. Building wealth and managing risk requires thoughtful planning and a coordinated approach.
One must always be prepared for the unexpected.
Taina is dedicated to helping clients build a financial foundation. The team approach allows her to offer a wide range of programs and services to help clients pursue their financial goals. Taina’s primary role with the team is to prepare the financial plans for clients, manage client relationships, and promote marketing initiatives.
Our team has extensive knowledge in investment management, retirement income strategies, education funding strategies, and business succession strategies.
V. P. of Communications for the ABWA (American Business Womens Association) Business Solutions for Women Express
Chapter Executive - Society of Financial Service Professionals, Las Vegas
Taina lives in Boulder City, and enjoys spending her free time with her family. She enjoys cooking, travel, camping, and collecting stamps.
Waddell & Reed is not affiliated with any organizations listed herein. 08/18