About Tanette
Tanette helps manage client relationships and shape financial futures. Her tenure in the financial services industry has shown her that everyone needs guidance when it comes to planning and securing their wealth management goals. After years on the trading and operations side, she’s excited to be a part of the planning process and widen her scope as she connects with clients on a personal level and builds lasting relationships.
Outside of work, Tanette loves to travel and has an extensive bucket list she’s eager to tackle. In her free time, she enjoys tending to her thriving house plants and helping ensure their futures thrive as well.
Education and Professional Milestones
- Hawaii Pacific University - Bachelor’s Degree in Economics
Tanette helps manage client relationships and shape financial futures. Her tenure in the financial services industry has shown her that everyone needs guidance when it comes to planning and securing their wealth management goals. After years on the trading and operations side, she’s excited to be a part of the planning process and widen her scope as she connects with clients on a personal level and builds lasting relationships.
Outside of work, Tanette loves to travel and has an extensive bucket list she’s eager to tackle. In her free time, she enjoys tending to her thriving house plants and helping ensure their futures thrive as well.
Education and Professional Milestones
- Hawaii Pacific University - Bachelor’s Degree in Economics