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.