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.
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