Client Relations Manager
Tana is our Client Relationship Manager and joined our team back in 2006. She has been in the financial services industry since 1997, working with Woodbury Financial Services, Inc., GT Financial Advisors' broker-dealer. In her current role, Tana manages client relationships, and enjoys learning about clients' families and their goals and dreams. Through this process, she develops long-term relationships. Tana especially enjoys the great team of people she gets to spend her day with here at GT Financial.
Outside of the office, Tana is passionate about her family, crafting, and interior design (If she weren't in the financial industry, she would love to be an interior designer). Her favorite time with family is spent at a cabin in Hayward, where she, her husband and two daughters completely disconnect and spend time kayaking, swimming, and cooking over the campfire.
A Wisconsin native, Tana loves children and she serves at the children's ministry at church. She also helps out with the annual Liberty Ridge Elementary Spring Carnival at her children's school.
Tana is a Registered Assistant and holds Financial Industry Regulatory Authority (FINRA) licenses: S-6, S-63