Tami Chavez, Account Executive

Tami Chavez

Retirement Plan Consultant

Omaha, NE

A retirement plan consultant located in Omaha, Nebraska, Tami works to ensure quality retirement plan services are delivered to all 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.

Tami has a bachelor’s degree in pre-law and public administration from Fort Hays State University and has passed the Series 7, 65 and 66 exams. She holds a Certified Health Savings Adviser (CHSA) designation. Tami serves on the Mariner Foundation Board as secretary and volunteers for the Boys & Girls Club of the Midlands.