Sierra C. Tuma
Creative Thinker | Thoughtful Listener | Leads with Compassion
Sierra C. Tuma
Financial Planning Resident
Sierra is a recent graduate the UMN Carlson School of Management with a double major in Finance and Entrepreneurial Management.
Her passion for financial advising developed from the idea of combining her own love of personal finance with her aim to help others live out their values and achieve their goals.
She is on the path to pursuing her CFP and is happy to have found a home at TruMix Advisors.
Dog Lover
Hunter and Stark are Sierra's two pups. She loves watching them play and considers them family.
Nature Seeker
Exploring the natural beauty in this world is one of Sierra's passions. The Boundary Waters and Interlaken, Switzerland are her two favorites.
Avid Reader
Ask Sierra what she's reading; the answer is typically different each week!
Arts & Crafts
Art and creativity are a big part of Sierra's world - an example of this can range from anything in-between sculpting flowers or knitting blankets.
Favorite Quote:
"All good things are wild & free."
- Henry David Thoreau
|
More About Sierra
Sierra’s aim to work for a small company developed from watching her father start a handful of his own small businesses. She was involved in many work-related conversations, learning of the fulfilling rewards that come from being diligent, deliberate, and creative in work and thought. This ultimately led her to major in Entrepreneurial Management at the Carlson School of Management at the University of Minnesota.
As for many, college was when Sierra started learning personal finance. In this, she found herself coaching her friends and developing a passion for helping others gain knowledge in a topic she is naturally interested in.
In putting together her interest in financial advising, she added on a major in Finance and started reaching out to financial advising firms. After meeting with different firms in the industry, she is very happy to have found a home at TruMix Advisors. She graduated May of 2025, and is now persuing her CFP designation.
