Tami Carroll


Private Wealth Advisor


Tami was born and raised in Denver, Colorado.  She attended the University of Denver where she graduated with a BS in Finance (2008).  She has worked in financial services since 2006.

Tami holds the following licenses and designations: Certified Financial Planner® (CFP®), Retirement Income Certified Professional® (RICP®), Masters of Business Administration (MBA), Series 66, Life Accident & Health.

Tami works with individuals, families and business owners who are looking for guidance on their current financial position, help managing their investments, and an understanding about their future direction.

Tami is married and has two children.  Outside of her professional life, she enjoys relaxing with family and spending time outdoors.