Our Team

Tami Miceli

Trading & Investment Specialist

Tami has a passion for solving complex financial puzzles. She has over 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 and CA Insurance License #0L34501.


Tami is a graduate of San Jose State University. She enjoys cooking, 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, dog, and cat.



Tami is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Member FINRA/SIPC. TR# 4288225, DOFU 02/2022.

Check the background of this investment professional on FINRA BrokerCheck