To LaTisha, assisting clients at every stage of their financial journey and enabling them to reap the rewards of their labor is a privilege. She never wants clients to feel like they are in a transactional relationship, but that they are partnering with people who care about what they care about. As the client services director at Tip Top Financial, she is responsible for managing and enhancing client relationships by ensuring their needs are met and they are satisfied with the services provided.
LaTisha’s journey into the financial industry began with a personal fascination with the stock market and a realization that she yearned for a career in a field she genuinely enjoyed. Leveraging her experience as an insurance agent and training manager at a broker-dealer, LaTisha segued into the financial sector in 2017. Since then, her ability to provide reliable guidance spanning a variety of financial areas — from budgeting to life insurance to retirement planning — has become her mainstay. Armed with degrees from Northwood University and Texas Women’s University, along with passing the Series 7 and 63 securities exams, LaTisha’s clients have an experienced guide to help lead them on their financial journey.
LaTisha lives in Grapevine, Texas. Away from the office, LaTisha is an avid music enthusiast and contributes her vocal talents to the praise and worship team at her local church, where she also leads the children’s choir. She also enjoys reading, strolling through parks and self-care routines. Despite her impressive professional accomplishments, she regards raising her son Dylan as her greatest achievement.