Tami Chavez, CHSA
Designations and Licenses
She holds a Certified Health Savings Adviser (CHSA®) designation.
Experience and Education
Tami works to help ensure quality retirement plan services are delivered to clients. She assists plan advisors and plan sponsors with annual investment, fee and plan reviews and other compliance with ERISA. She also works with plan sponsors to develop education strategies and participant communications.
Tami has more than two decades of experience in the financial services and legal industries. Prior to joining the firm, Tami was a financial advisor at Heritage Financial Services, LLC. She also has experience as a paralegal and a law firm office manager.
She has a bachelor’s degree in pre-law and public administration from Fort Hays State University. She is also a member of Women in Pensions Network (WiPN) and is a cochair of the Nebraska Omaha Metro Chapter. She is a member of Society of Human Resource Management (SHRM) and the National Association of Plan Advisors(NAPA). In July 2019, she participated in the NAPA Fly-in Forum in Washington D.C. with approximately 200 elite advisors who met with Congressional leaders to lobby for passage of the SECURE Act.
She was recognized as a 2019 NAPA Top Woman Advisor Rising Star.
Tami serves on the Mariner Foundation Omaha Volunteer Committee and volunteers for the Boys & Girls Club of the Midlands. She is also a Financial Hope Collaborative Financial Success program coach. In her free time, she likes to watch college football. Tami is an avid Nebraska Cornhuskers football fan. She also likes to cook, read and spend time with family and friends.
For 2019, Tami Chavez was recognized as a National Association of Plan Advisors’ (NAPA) Top Women Advisors: Rising Stars 2019. The Rising Stars were selected from nearly 500 nominations submitted to NAPA. The individuals nominated were vetted by a panel of judges based on a combination of quantitative and qualitative data submitted by nominees. Selected Rising Stars are top producers who have less than five years of experience with retirement plans as a financial advisor.