Tami joins us after 15 plus years in the banking industry, specifically in a wealth management role. Tami’s experience has created a passion for ensuring that our clients are educated and well versed on wealth protection and helping direct them in a manner that is customized to their personal wishes. These areas include estate and financial planning, both of which are important in the clients’ financial journey.
Tami enjoys being with her family which includes her husband, daughter, son, daughter-in-love and their chocolate lab Willow. They enjoy spending as much time as possible in upper Wisconsin.
FUN FACT: While visiting Tulum, Mexico in 2016, I had the opportunity to explore a cenote, which is a natural sink hole filled with fresh water where the ceiling of a cave has collapsed. This particular cenote was very deep underground and I had to swim through very dark narrow slim caves. It was an amazing experience!