Tami has a passion for solving complex financial puzzles. She has 25 years of experience in the financial industry with a background in multiple divisions including trading, operations, and client service. She is responsible for the trading activities of the firm and works closely with our advisors to ensure our clients’ accounts align with their needs. She also lends her expertise as a member of our Investment Committee, providing research and developing investment allocation models. Tami holds her Series 7 and 66 securities registrations, CA Insurance License #0L34501, and is also a Notary Public.
Tami is a graduate of San Jose State University. As a classically trained musician, she enjoys playing oboe and flute in small ensembles and teaching. She also enjoys cooking, running, hiking, camping, and spending time with family in her spare time. She’s married to her high school sweetheart, Tony, and they live in Dublin with their three children, two dogs, and two cats.
Tami is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Member FINRA/SIPC. Summit Financial Group is independently owned and operated located at 2000 Crow Canyon Place, Suite 450, San Ramon, CA 94583. TR# 2437951, DOFU 02/2019.
2000 Crow Canyon Place Suite 450, San Ramon, CA 94583 925-866-7800
Certain individuals associated with Summit Financial Group LLC are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA’s BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives. Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Summit Financial Group LLC are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.
The Client Relationship Summary (or Form CRS) contains important information regarding products, services and fees. Click the icon to learn more.
Summit Financial Group LLC is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. TR#3093842. DOFU 05/2020.