Tami is the Lead Trader.

Get to know Tami.


Tami has over 23 years of experience working in the financial services industry and brings a specialty in trust operations.  She has a knack for cutting through complexity and finding the most efficient way to accomplish a task. She brings a creative and caring touch to all that she does.


Bachelor of Arts in Sociology with a double concentration in Women and African-American Studies – Indiana University, Bloomington, IN

Financial Paraplanner Qualified Professional ™


Sponsor, Compassion International

Personal Pursuits

I love my family and my pets and dream of a time when I can bring my dog to work with me every day. I love history, trivia, and disaster movies.

Tami’s Favorite Volunteer Experience

Working as a Cuddler, rocking and loving on newborns in the neonatal unit at Ball Hospital.

As life events and stages demand adjustments to your financial plan, SYM’s mission is to proactively attend to your financial realities as your advocate so that you can focus on relationships and enjoying life. To have SYM Financial Warsaw work for you call 800-888-7968 or email info@sym.com.