Client Onboarding Specialist

Tatiana's Bio

Known for her knowledge and willingness to lend a hand in any situation, Tatiana takes pride in providing new clients with a memorable impression of the team at Strategic Wealth Designers. She is one of the first friendly faces they interact with, and she loves being a welcoming source they know they can trust.

Tatiana has more than a decade of experience in the financial services industry. Before joining SWD, she held positions at Charles Schwab and TD Ameritrade. She has sharpened her analytical and decision-making skills throughout her career, allowing her to better assist clients on their retirement journey. Tatiana earned her bachelor’s degree in speech communication from the University of Texas at Arlington.

When not at work, Tatiana stays active in her community. She can often be found immersed in the local community theater scene in downtown Fort Worth or cheering at Mustang-Panther Youth Football games. Tatiana and her husband, Clayton, are the proud parents of their son, Wesley, and two spoiled pugs, Luna and Lupita.