Tami Carroll, CFP®, CDFA®, RICP®, MBA

Private Wealth Advisor

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 is complex and alive with choices and variables, she enjoys helping clients understand how the financial decisions they make work together.  

In addition to planning for retirement, Tami has extensive experience in financial analysis, budgeting and forecasting. This enables her to provide a high level of expertise in understanding the overall financial picture of clients going through the death of a loved one or divorce.  Tami provides education and support to clients during difficult decision-making processes in order to facilitate rational and informed decisions. Tami finds deep fulfillment in helping clients plan for financial independence post-death or post-divorce and providing clarity around the financial future.  

Tami is a CERTIFIED FINANCIAL PLANNER professional, CERTIFIED DIVORCE FINANCIAL ANALYST, and Retirement Income Certified Professional®. Tami holds her FINRA Series 66 (Uniformed Combined State Law) license, and Life, Accident, Health and Disability licenses, and earned her bachelor’s degree in finance from the University of Denver and master’s in business administration from Regis University. 

Outside of the office, Tami actively engages within the Boulder-Denver community, publishing articles about the day to day financial decisions we all make and speaking to groups about financial wellness and current economic trends and news. Tami can also be found chasing after her children Mason and Emma, tending to her garden, and quelling her thirst for knowledge by sinking her teeth into a wide variety of compelling literature. 

Education, accreditation, leadership and service:

  • MBA, Regis University
  • BS, University of Denver
  • CERTIFIED FINANCIAL PLANNER™
  • CERTIFIED DIVORCE FINANCIAL ANALYST®
  • RETIREMENT INCOME CERTIFIED PROFESSIONAL®
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