Tina assists the firm with multiple functions including financial management, human resources, operations, and compliance.
Prior to joining Heritage, Tina worked at Mangham Associates. She has also worked as Chief Compliance Officer for The Investment Fund for Foundations, where she established the firm’s first compliance program. She also worked in the same role for Cherry Bekaert Wealth Management. Tina’s previous experience also includes Merrill Lynch and Cambridge Associates.
Tina earned a B.A. in Business Administration from Lynchburg College.
She resides in Virginia with her husband and enjoys traveling in cooking in her free time.