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Rooted in Values: A Conversation with Tina Mistry

In this episode of Embracing Layers: The F.E.E.L Podcast, host Melissa Crook sits down with community leader, first-generation trailblazer, and President & CEO of Portfolio Advisors Inc., Tina Mistry, CFP®, for an inspiring conversation about living with intention and leading from within.

Tina’s story is one of courage, cultural pride, and clarity. As the first in her family to attend college, she navigated uncharted territory—challenging cultural norms, breaking generational cycles, and redefining success on her own terms.

The Power of Values

At the heart of the discussion is the role of values—how identifying, revisiting, and realigning them can guide emotional, personal, and professional growth. Tina encourages listeners to journal their values across different areas of life—career, relationships, spiritual beliefs, and well-being—and revisit them often. This practice helps ensure that your daily choices reflect who you are now, not just who you used to be.

It’s a principle she brings into her work at Portfolio Advisors Inc., where financial planning isn’t just about numbers. Tina and her team focus on aligning clients’ financial strategies with their personal values and vision for the future.

Leading While Living Fully

As a business owner, wife, and mother of two young children, Tina understands the challenges of balancing leadership with life’s demands. She’s quick to note that there’s no “perfect balance.” Instead, she focuses on doing what matters most in each season—whether that’s leading her team with vision or intentionally choosing rest without guilt.

Her self-care often comes in small but meaningful ways: revisiting the ’90s R&B and hip hop she loves, enjoying stand-up comedy, and savoring moments of stillness. These habits, she says, are essential to sustaining her energy and creativity.

Boundaries as Self-Care

For Tina, self-care is as much about boundaries as it is about relaxation. Knowing your limits, communicating expectations clearly, and protecting your time and energy are all part of maintaining well-being. By practicing this, she not only supports her own health but also models healthy leadership for her team, clients, and family.

An Invitation to Lead from Within

Tina’s journey is a reminder that leadership doesn’t mean having all the answers—it means trusting your pace, honoring your story, and creating space for what matters most.

Her message is a powerful takeaway for anyone navigating uncharted territory:
Your story is valid. Your pace is enough. And your values can be the compass that guides you forward.

🎧 Listen to the full conversation on Embracing Layers: The F.E.E.L Podcast here: Episode 37: Rooted in Values: Honoring Your Emotional, Personal & Professional Growth with Tina Mistry