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Tina Alfini, CDFA®

Tina Alfini, CDFA®

Wealth Advisor Associate

Tina joined Ellenbecker Investment Group in 2018 as an Investment Operations Associate. In 2020, she transitioned to Jamie Williams' Client Care Team as a Wealth Advisor Associate. Her goal is to provide exceptional service and help clients gain an understanding of and achieve financial well-being.

Originally from the Chicago area, Tina graduated from the University of Wisconsin- Madison in 2002 with a bachelor’s degree in Elementary Education. She worked in the Elmbrook school district for a few years before staying at home with her two boys, Michael and Dylan. Tina has been coaching and educating on nutrition, teaching group fitness classes and yoga for over 10 years. She rejoined the corporate world in the financial services and insurance industry in 2017. Tina holds an Accidental Life and Health Insurance license, a FINRA Series 6 license and has successfully passed the Series 65 Uniform Investment Adviser Law exam. She earned the Certified Divorce Financial Analyst® (CDFA®) designation in 2020.

Tina considers herself a life-long student, always researching and educating herself on various topics. She enjoys being a volunteer presenter and educator on meditation and breath work for various support groups. Outside of learning and educating others, Tina enjoys being active with her boys by mountain biking, stand up paddle boarding, traveling and skiing.