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800 888-7968

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Tami Hartman

A woman with short blonde hair and glasses is smiling at the camera. She is wearing a leopard print top and standing in front of a white curtain.

Tami Hartman

Lead Trader

Tami has nearly three decades 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. 

Winona Lake, IN

thartman@sym.com

Credentials

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

A black and white logo divided into two sections. The top section contains the text "FINANCIAL PARAPLANNER" above the large letters "FP" in black on a white background. The bottom section shows the large letters "QP" in white on a black background with "QUALIFIED PROFESSIONAL" below.

Financial Paraplanner Qualified Professional ™

Community

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VBS Teacher, New Creation Fellowship

A blue logo depicts two abstract human figures, one larger leaping upwards and one smaller. Text below reads, "Releasing children from poverty. Compassion in Jesus' name.

Sponsor, Compassion International

Tami’s Favorite Volunteer Experience

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

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.

Get Tami’s Help

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.

Let’s Talk

Come and visit our quarters or simply send us an email anytime you want. We are open to all suggestions from all clients, old or new.
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Warsaw, IN

(574) 267-2300 801 Park Avenue, Winona Lake, IN 46590

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Indianapolis, IN

(317) 848-2180 9100 Keystone Crossing #560, Indianapolis, IN 46240

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Midland, MI

(989) 631-0244 414 Townsend St # 202, Midland, MI 48640

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Mishawaka, IN

(574) 287-0035 4215 Edison Lakes Pkwy Suite 320 Mishawaka, IN 46545

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Fort Wayne, IN

(260) 387-68227030 Pointe Inverness Way #100, Fort Wayne, IN 46804

How Can We Help?

Learn More

It starts with a phone call. We’ll listen. Then advise on your next best steps toward financial clarity. 800-888-7968.
Start Here
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