Tia M. D’Aveta, FPQP™

Client Service Manager

As Client Service Manager, Tia D’Aveta is responsible for handling day-to-day client requests and coordinating on their behalf with custodians, such as Schwab and Fidelity. Since joining the team in 2014, she has been an integral part of providing clients with individualized service through her initial reception desk responsibilities and then in her work supporting marketing and the client teams. Clients appreciate Tia’s upbeat attitude and helpful nature and look forward to seeing her in the office and at events.

Tia graduated from Notre Dame College where she earned a B.A. in Business Administration. Her college education was 100% self-financed with multiple customer-service related jobs. She holds the Financial Paraplanner Qualified Professional™ designation through The College for Financial Planning.

Tia resides in downtown Cleveland, Ohio, and enjoys spending time with family and friends, running and being outdoors.