Headshot of Tamara Smith, CDFA®

Tamara Smith, CDFA®

Financial Advisor

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Joining Legacy in 2018, Tamara brought over 20 years of experience in the financial services industry, with a special focus on retirement income analysis and retirement distribution strategies. Tamara’s in-depth understanding of women’s finances assists with their unique planning needs regarding emotional, physical, and financial well-being. Tamara has provided financial education presentations to various groups throughout the Des Moines area.

Tamara enjoys spending quality time with her husband, Chad, and their two children. She is also generous with her time volunteering for several charities.

Tamara has an Associate’s Degree in Business Administration/Accounting from the American Institute of Business, Des Moines, IA and a Bachelor’s Degree in Management/Emphasis Marketing from Simpson College, Indianola, IA. She is a Certified Divorce Financial Analyst (CDFA®) who specializes in guiding clients through a divorce which could be the largest financial transaction of their lives.