Client Service Associate

Tiana Ortega

"Helping others isn’t about grand gestures. It’s the little things, done consistently and with heart, that matter most."

Tiana Ortega understands that behind every financial decision is a real person, with goals, emotions, and a story. With a background in property management and years of experience in customer service, she brings a calm, caring presence to every interaction. Whether she is helping a client navigate paperwork or walking them through their account setup, Tiana shows up with patience, clarity, and a genuine desire to help.

Before joining PAX, Tiana and her husband were clients themselves. That experience made her realize the power of having a team who listens, eases financial stress, and truly cares. Now, she is proud to be part of that team, offering the same support that once made a difference for her own family.

Tiana’s approach is shaped by what matters most to her: connection, kindness, and consistency. She believes even the smallest gestures can make a big impact, and she takes pride in making clients feel understood and taken care of.

Outside the office, Tiana loves spending time with her husband Marco and exploring new places to eat together. She also enjoys traveling, reflecting, and finding moments of peace and joy in everyday life. Her quiet strength, steady support, and personal touch make her a valued part of the PAX team.

Ready to have a real conversation about securing your future?

Schedule a free no-strings-attached phone conversation.