Tina Rogers enjoys talking with clients, developing relationships with them, and being responsive to their needs as a Client Service Manager. She joined Moneta in 2024 because of the firm’s emphasis on serving as fiduciary advisors who always do what is best for their clients. Knowing her clients on a personal level is foundational to accomplishing that mission.
Tina previously worked as a Financial Planning Assistant at Wealthnet Investments for five years after holding jobs as a Financial Analyst and Internal Auditor at FedEx and as an Auditor with the Department of Defense.
She earned her Bachelor of Business Administration degrees in both Accounting and Airport Administration from the University of North Dakota. Her professional credentials include the Series 65 license and Chartered Retirement Planning Counselor designation.
As a proponent of volunteering and giving back to the community, Tina is excited to engage with the Moneta Charitable Foundation to support financial literacy. She also enjoys walking and rollerblading to stay active in her free time.
