Tamara serves as a Partner and Managing Director of Creative Planning, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. Tamara practices in the areas of retirement planning, investment management, tax, estate planning, business succession planning, as well as corporate stock option planning, liability and risk management and charitable planning. Tamara’s approach focuses first on a thorough understanding of the client’s circumstances in order to provide a truly customized plan and investment approach to achieve their goals.
Prior to joining Creative Planning, Tamara held various roles with a major national financial services company. In her most recent role as a Vice President - Regional Planning Consultant, she was responsible for consulting with both clients and advisors on financial planning strategies, creating advanced financial concepts training, and delivering presentations on market research and financial planning topics. Prior to the Regional Planning Consultant Role, Tamara held the position of Vice President - Senior Account Executive. During her time there, she was recognized with multiple awards at both the regional and national level including the prestigious President's Circle award, which is given to the top 5% of advisors nationally. Tamara also participated as both a Regional and National thought leader, helping shape the Planning and Guidance Organization.
Tamara graduated from Westminster College with a Professional Bachelor of Business Administration degree. She also holds the CERTIFIED FINANCIAL PLANNER™ certification.
Tamara has been featured in Forbes as one of the ‘Top Next Generation Wealth Advisors in America’ (2020*), as a ‘Best-In-State Wealth Advisor’ (2021*) and on its list of ‘America’s Top Women Wealth Advisors’ (2021*). She was also listed in Working Mother magazine’s ‘Top Wealth Advisor Moms’ for 2020*.
Tamara is married and a mother to Pedja, Danilo, and Mila. Along with spending time with her family, she enjoys skiing the slopes of the Sierra Nevadas, traveling abroad, and cheering while her boys play football and basketball.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Wealth Advisor is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of the Wealth Advisor by any of his/her clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized Wealth Advisor. Rankings are generally limited to participating advisors. The Wealth Advisor does not pay a fee to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings.
The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
For the Working Mother magazine’s ‘Top Wealth Advisor Moms’ rankings SHOOK Research considered women advisors with a child 21 or younger still living at home. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Working Mother receive compensation from the advisors or their firms in exchange for placement on a ranking. For more information, see shookresearch.com.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of: qualitative data, learned through surveys and interviews (in-person, telephone and virtual), so we can evaluate best practices, service and investing models, compliance records, etc.; as well as quantitative data, like revenue trends and assets under management. All advisors have a minimum of seven years’ experience. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.