Experience and Education
Tami creates wealth management plans for professionals and investors to help them achieve their goals.
Prior to joining the firm, she worked as a wealth manager at Sapient Private Wealth Management. Before that she was at Smith Barney, serving many key roles for the next 18 years within the firm’s Erwin Martin Rexius Group. She ultimately attained the title of second vice president and financial advisor. Before that, she worked in financial services at a local credit union.
Tami is a member of the Springfield Rotary and volunteers her time at numerous nonprofit organizations including Food for Lane County, Northwest Boxer Rescue and Relay for Life. In recent years, she has been focused on the creation and maintenance of a local nonprofit called “Belly-Full,” which provides food to hungry children in the community.
In her free time, Tami is an animal lover and enjoys many outdoor activities including golf, water sports and snow skiing with her family and friends.