The decade I spent living in DC combined with my educational background in Women’s Studies, Music and International Affairs has shaped who I am, including my approach to wealth management. I believe in taking a creative approach to help individuals and families...
Tami began her practice in personal finance in 2006. Specializing in personal wealth management for individuals and families, it is her passion to support people transitioning through the phases of their financial lives. Because the retirement income planning process...
I’ve always been a list maker, planner, and orchestrator of events – be it the surprise party, group backpacking trip, or annual reunion. This passion for planning inadvertently led me to my first career in event production. Producing concerts and bringing the joy of...
My endeavor is to learn and understand everything about financial planning. Navigating complex client situations, finding strategies that Make Life Better, and analyzing planning processes and service offerings make me feel most alive. The financial planning field is...
Tim is an Advisor and managing principal of BSW Wealth Partners. As an Advisor, Tim focuses on people. He thrives on the uniqueness each offers, and works hard to create a clear path for them to identify and achieve their personal and financial goals. It’s...
