LaTisha works closely with advisors, other family office team members, and the Schwab service team to manage client accounts in an efficient and effective manner. She is not afraid to think outside the box to find innovative solutions to solve any challenges.
“Advocacy isn’t always loud or noticeable. It is doing the right thing for clients at every opportunity, every task, every day. Over time, this builds trusted relationships and helps clients feel confident that we truly are an irreplaceable partner in all aspects of planning for their life and financial goals.”
Prior to joining JNBA in 2015, LaTisha spent eight years solving the diverse and complex needs of family office clients in Atlanta.
LaTisha has a bachelor’s degree in entrepreneurship from the University of North Dakota.
When not at work, LaTisha enjoys spending as much time as she can with her family. While much of her time is spent driving her kids to all their extracurricular activities, their family enjoys traveling as much as they can and enjoying many activities that Minnesota has to offer. She also enjoys summers, getting together with friends on the lake, grilling, campfires, outdoor movies in the backyard, and good conversation.