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Tatiana Weldon

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Tatiana Weldon

DIRECTOR OF CLIENT EXPERIENCE & EVENTS

Tatiana joins the Fort Wealth Management team with a passion to help people visualize and realize their financial dreams and goals. She is excited to be an integral part of a team that strives to do “the right thing” for those that want and need financial help.

As Director of Client Experience, Tatiana believes that money and finance should not be something feared but rather understood and embraced. She works hard to ensure that every client and prospective client served has a positive experience and receives five-star treatment from beginning to end. Tatiana is a primary point of contact for all client communications and advisor meetings. She strives to expand the company’s brand, loyalty and affinity with clients as well as the surrounding community.

As Director of Events, Tatiana is responsible for all Fort Wealth Management events. She works hard to meticulously manage details, logistics, materials and overall experience of each event, for the benefit of all attendees. She researches topics, venues, and analyzes data and feedback to identify opportunities for improvement and continued interest.

Prior to joining Fort Wealth, Tatiana was a Consultant for a top 10 national insurance brokerage firm. Tatiana earned her B.S. in Finance from Stonehill College in Easton, Massachusetts. Tatiana currently resides in Austin, Texas with her husband Seamus, and their dog, Texas. She enjoys traveling, and any occasion that brings her family and friends together.

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