Tamra is a financial professional who can offer investment and insurance products and services. Her years of experience give her the unique ability to help clients plan for both their present and future financial success, both personally or commercially. She is dedicated to helping clients work toward their retirement dreams by creating thoughtful, personalized financial strategies. Tamra’s advice for a fulfilling retirement? Start saving now, if not earlier, spend wisely, and always take time to enjoy the rewards of your hard work.
She holds an associate degree from Brigham Young University-Idaho and began her career in financial services with Clearfield State Bank and Zions Mortgage. In 1991, she opened her own State-licensed business, and from 1996 to 2018 she owned and ran a retail Colorado automobile dealership. These experiences led her to enter the financial services in Colorado, and then to Wealth Management CPAs in 2018 as the Director of Client Services. In 2022 she passed the series 65 exam and became a Wealth Advisor. She enjoys building lasting relationships with her clients by offering compassionate and approachable guidance tailored to their unique needs.
Outside of her professional life, Tamra enjoys spending time with her husband of 40 years, Raymond, their five daughters, and seven grandchildren. She can often be found attending church services, gardening, and cherishing quality time with her loved ones.