Our team

Tina joined the organization in 2014 and has nearly 20 years of experience in the financial services industry, including working with financial institutions and public accounting firms. She oversees the delivery of integrated wealth management advice and client service for ultra-affluent clients. Her experience includes tax planning and compliance, wealth transfer, charitable and philanthropic planning, and business owner and corporate executive planning.

 

Tina earned a BS in Accounting from Fort Lewis College in Durango, Colorado. She attended Roosevelt University Heller College of Business in Chicago, where she graduated with a MS in Accounting. Tina also attended Concord Law School where she earned her JD.

 

Ms. Milligan serves on the boards of Chicago Estate Planning Council, Roosevelt University and the Women’s Leadership and Mentoring Alliance. She is a member of AICPA, New York State Society of CPAs and Illinois CPA Society. She frequently speaks on estate planning issues; her most recent presentations include “Love & (same-sex) Marriage, Death & Taxes,” for the ALI-CLE and Wyoming Bar Association; and,” Whether Passive or Not: Planning for Real Estate Trusts Must be Active,” for the ILCPAS Real Estate Tax Conference.

 

Tina makes her home with her husband and daughter in Kenilworth, Illinois. Her love of skiing comes from her days growing up in Vail, Colorado where she ski raced, and then ultimately coached skiing.