Meet Tamara, a seasoned professional with a profound passion for helping individuals achieve financial confidence. Tamara embarked on her journey with Legacy in 2018, bringing with her over two decades of invaluable experience in the financial services industry.
Tamara’s experience shines brightest when it comes to retirement income analysis and retirement distribution strategies. Her deep understanding of these critical aspects of financial planning is complemented by her specialization in women’s finances. She recognizes the distinctive planning needs of women, addressing not only the financial aspects but also the emotional and physical well-being that are essential for a holistic approach to financial goals.
Beyond her client-centric work, Tamara is a dedicated advocate for financial education. She has presented financial education seminars to various groups in the Des Moines area, further underscoring her commitment to empowering individuals with the knowledge they need to make informed financial decisions.
In her personal life, Tamara finds immense joy in spending quality time with her husband, Chad, and their two children. Family is at the heart of her values, and their shared experiences create cherished memories. Tamara also extends her generous spirit to the community through volunteering for several charitable organizations, embodying the principle of giving back.
Tamara’s academic journey is a testament to her commitment to excellence. She holds an Associate’s Degree in Business Administration/Accounting from the American Institute of Business in Des Moines, Iowa, which laid the foundation for her financial career. Building upon this, she earned a Bachelor’s Degree in Management with an Emphasis in Marketing from Simpson College in Indianola, Iowa, further enhancing her knowledge and skills in her field.
Additionally, Tamara is a Certified Divorce Financial Analyst (CDFA®), specializing in guiding clients through the complex financial aspects of divorce. Her experience in this area is a valuable resource for those navigating what could be the largest financial transaction of their lives.
In summary, Tamara’s journey from a seasoned financial professional to a dedicated advocate for financial education and a specialized advisor for women and divorcees reflects her unwavering commitment to empowering individuals to achieve financial well-being and confidence. Her multifaceted approach to financial planning encompasses not only the technical aspects but also the emotional and physical dimensions, making her a trusted partner on the path to financial success.
