LaTisha plays an important role at JNBA, bringing her Family Office experience to both new and existing JNBA clients. Her can-do attitude is a true asset to team members and clients as she is not afraid to venture out of the box to find effective solutions for any challenge. She works closely with Senior Advisors, her team members, and the TD Ameritrade Service Team to effectively manage client accounts above expectations.
LaTisha is originally from Williston, North Dakota and received her bachelor’s degree from the University of North Dakota, where she majored in entrepreneurship. Since then, she has gained 8 years of valuable experience in the finance industry, specifically providing family office services for complex families with diverse needs.
When she is not working, LaTisha enjoys spending time with her family. They love to travel and have always enjoyed sunny beach destinations. However, as her young girls are getting older, they are starting to venture into city travel and are really looking forward to traveling internationally! She also enjoys Minnesota summers with her family, getting together with friends on the lake, grilling, campfires, and conversation. When LaTisha has time for a personal hobby, she really enjoys junking/antiquing.
LaTisha’s family is active at their daughter’s school. They enjoy helping in the classroom or at school events as much as they can. They also have a rescue dog, Norah, that they adopted from Canine Cellmates. Since learning of programs like this and seeing the differences this program has on the people and the dogs it supports, they have been inspired to do more.
Although hard to narrow a favorite quote to just one, this quote is one that stands out to LaTisha. “Be kind whenever possible. It is always possible.”