SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.
SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: The SYM Financial Advisors logo.
A smiling SYM Financial Advisors consultant, an independent, commission-free fiduciary with 55+ years of serving clients, with blonde hair and glasses wearing a leopard-print top.

Tami Lackey

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

tlackey@sym.com

@tami-hartman-3772947

Credentials

The Indiana University logo, representing SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients, features the word “INDIANA” arched over the interlocking “IU” monogram.

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

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Financial Paraplanner Qualified Professional logo for SYM Financial Advisors.

Financial Paraplanner Qualified Professional ™

Community

SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients: Logo for New Creation Fellowship featuring a red cross integrated into the word Creation, representing the values of SYM Financial Advisors.

VBS Teacher, New Creation Fellowship

Compassion International logo featuring a stylized blue figure of an adult and a child with the text “Releasing children from poverty in Jesus’ name,” as supported by SYM Financial Advisors, an independent, commission-free fiduciary with 55+ years of serving clients.

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.