Our Team

Tami Hartman, FPQP™           
Client Service Representative
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CREDENTIALS
Financial Paraplanner Qualified Professional  
Bachelor of Arts in sociology with a double concentration in women and African-American studies–Indiana University, Bloomington, IN

 

At SYM  
Tami has over 23 years of experience working in the financial services industry and brings a specialty in trust operations.  She has a knack for cutting through complexity and finding the most efficient way to accomplish a task.  She brings a creative and caring touch to customer service.

 

COMMUNITY
VBS Teacher,  New Creation Fellowship

 

TAMI’S FAVORITE VOLUNTEER EXPERIENCE
Working as a Cuddler rocking and loving on newborns in the neonatal unit at Ball Hospital.

 

PERSONAL PURSUITS
I love my family and my pets and dream of a time when I can bring my dog to work with me every day. I love history, trivia, and disaster movies.

 

HOME OFFICE
Winona Lake, IN