Badger and Booker

Woof!  I'm Badger the Goldendoodle and I'm Booker the "not so mini" Bernedoodle. 🐶🦴🐾

Our job at Concierge Wealth Management™️ is to bring a smile to your face and to look cute.

You will often see us  in Zoom meetings hopping into JB's lap to say hello or hear us barking at birds in the yard. 

If you rub our bellies or scratch us behind the ears, we will be your best friends forever.

Meet Dina, Our Operations Concierge

Dina is the behind-the-scenes superstar who keeps everything running smoothly at Concierge Wealth Management. She’s your first stop for scheduling, paperwork, updating contact information or beneficiaries, and setting up contributions to your accounts. She also helps you get set up with AccountView and online access, so you’re always connected and in control.

With over 11 years of experience in the financial services industry and 15 years prior as an educator, Dina brings a unique blend of patience, professionalism, and problem-solving to every interaction. She has a long track record of supporting both clients and advisors with grace and precision. Whether she’s assisting with account updates, coordinating meetings, or managing logistics, Dina makes the process seamless and stress-free.

A fourth-generation Tampa native, Dina is a proud mom to her son, Nicholas, and their sweet Chihuahua, Tio Pepe. Outside the office, she enjoys family time, cooking, and the occasional tennis match.