About Tatjana Cumic

I am passionate about helping others! After graduating college, I thought about the impact I wanted to have in my local community. I saw the need in our community for holistic financial guidance, and I am honored to support individuals and families in their financial journey. It's a privilege to be in a position to guide others to financial clarity and get the front seat of that journey. Our financial guidance improves the lives of our clients, gives them contentment and confidence, and inspires them to live generously! My practice empowers churches and charities with education and financial resources, making an impact in our families, the people we love, and ultimately impacting God's kingdom!
I was born in Montenegro (tiny country across the sea from the bottom of the heal of Italy), and I have lived in Cincinnati since 2018. Fun fact about me is that I won the visa lottery (yes, that's real) and decided to move to United States right after college. I got involved with Christ the King church in Clifton where I actively go now. In my spare time, I love traveling, visiting with friends and family, wine tasting, spontaneous fellowship over coffee, adventure, long walks, and football.

Education & Accomplishments

  • FINRA Series 7 General Securities Representative
  • FINRA Series 66 Uniform Securities Agent State Law Exam
  • Life and Health Insurance Licenses
  • Bachelor of Arts in Economics, University of Montenegro