Tami (Tamra) has been a client for several years and joined the team in 2024. She attended the University of Oregon and brings many years of customer service experience from the banking industry. Her banking background proved invaluable as she played a pivotal role in the firm's recent branding to Lewellyn Wealth and back office change to LPL. Outside of work she enjoys spending time with family and friends, exploring new places, kayaking, fishing, live music, theater, and local wineries.