Tatiana Stahn is the newest member of the WealthVisory team. She has been in the financial industry since 2014 in various roles within the Charles Schwab and TD Ameritrade network.
As the Director of Client Relations, Tatiana applies her passion for working with people and her past experiences in customer service, sales, event planning and marketing to ensure great relationships with clients. Within this new venture of her career, Tatiana continues to enjoy learning about the different aspects of financial planning and getting to know each of the clients to best serve them and their personalized needs. She communicates with patrons to better understand what goals they aim to accomplish and demonstrate how the SmartMethod can help them meet these objectives and benefit their financial goals.
Tatiana, her husband Clayton, their son Wesley, and 2 ridiculously spoiled pugs live in Grapevine.