Tina McCallum, CFP®

Tina serves as a Financial Advisor with the Luthy McCallum Group at Baird and brings over 22 years of experience in the financial services industry. Her expertise includes estate, tax, and legacy planning, as well as asset management, retirement planning, and risk management. Tina takes a comprehensive planning approach to understand each client’s unique needs and deliver thoughtful, customized wealth management solutions.

Prior to joining Baird, Tina served as a Financial Advisor at Morgan Stanley. She began her career in financial services at Merrill Lynch in 1994 and earned her CERTIFIED FINANCIAL PLANNER™ certification in 2012.

Tina holds a degree in Business Administration with an emphasis in finance from the University of Arizona in Tucson. She is actively involved in the Durango community and has served as Chair of the City of Durango Retirement Plan Board since 2011, helping oversee the City’s 401(a) Retirement Plan. She is also a council member of Womenade of La Plata County, an organization that provides financial assistance to individuals experiencing temporary hardship.

Tina resides in Durango with her husband, Judd and son, Collin. They enjoy skiing, hiking, camping, boating, and spending time with family and friends.

For more information about Tina and the Luthy McCallum Group, please visit their website.

(Disclaimer: CFP Board owns the marks CFP®, CERTIFIED FINANIAL PLANNER® and CFP® (with plaque design) in the U.S.)