Tina Newman

Tina Newman
Client Relationship Manager

Tina joined SFSI in 2014 as a Client Relationship Manager.  With fifteen years of experience in the financial services industry, she will assist in service delivery to our individual and retirement plan clients.  She will also oversee our internal processes, licensing and registrations, and compliance. 

  

Tina was most recently with Fortune Financial and BMO Harris Financial Advisors.  In both firms she provided support to financial advisors in all areas of their businesses.  This included client reviews, trading and reporting, purchase of insurance products, and coordination with broker/dealers.  Tina also enjoyed planning and facilitating client and prospect seminars.  Tina is focused on delivering a high level of customer service and responsiveness to requests. 

While Tina was born and raised in Minnesota, she crossed the border for her B.S. at South Dakota State University in Brookings.  During that time she worked in the research lab for the Veterinary Science Department.  Following graduation she shifted her focus to banking and investments.  Prior employers include Fidelity Investments, M&I/BMO Harris, and Fortune Financial.  Tina has her FINRA Series 7, 24 and 63 licenses as well as her Minnesota Life & Health Insurance license. 

Tina is married with two young daughters.  She is active in her neighborhood community and local church. 

 

 


 

 

 


Unless otherwise exempted by law, this website, our investment advisory and securities transactional services are only for residents of AZ, CA, CT, FL, IA, MN, NV, NY, OR, TX, WA, and WI. Stiles Financial Services, Inc. is a Registered Investment Adviser. Advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Adviser. Securities offered through Cambridge Investment Research, Inc., Member FINRA & SIPC. Cambridge & Stiles Financial Services, Inc. are not affiliated.