Tami joined AIS Planning in January 2022, and immediately used her experience to add value by identifying and implementing efficiencies in processes and client service. Driven by her innate sense of responsibility, and “can do” attitude, she provides dependable support to our personal planning and wealth management division. Tami doesn't see obstacles, she finds ways to serve, to support, to execute and to go above and beyond for the good of the team and our clients.
You will likely hear from Tami whenever there are operational needs associated with our efforts to serve clients.
When not excelling at AIS Planning, Tami enjoys serving within her church, reading, knitting, and spending time camping and hiking with her husband Nathan, daughters Makayla and Josie, and their two miniature schnauzers, Winston and Emmy.