Tami joined Annette’s financial team in April of 2019 to begin her career as a financial advisor. She holds Series 7, and 66 registrations, Insurance license and the AAMS (Accredited Asset Management Specialist) designation. She currently is a Wealth Advisor with Compass Wealth Solutions partnering with clients to help them navigate their financial journey. She develops collaborative relationships with our clients and is committed to bringing value through comprehensive financial planning strategies focused on the client and their specific needs.
She previously worked in the banking industry for over 25 years where she developed a wide range of financial knowledge as she served in numerous roles. Her relationships built in this industry have greatly prepared her to serve clients as a Wealth Advisor and provide a greater financial peace of mind that clients desire. Tami believes in giving back to the community and has previously or is currently serving on the United Way Board of Jay County, Youth Service Bureau Board of Jay County and mentoring youth via a church youth group.
She lives in rural Portland, Indiana with her husband Rob and their small domestic animal herd. They have two grown daughters, Amber and Morgan. Tami’s children and pets bring her great joy. She and her family have hosted three foreign exchange students, which they consider their own. When she isn’t volunteering her time or serving her clients, she enjoys camping, reading, and crafting. She believes the best times are spent around a campfire with a cup of coffee and friends.