Retirement Plan Specialist
Tamara started with CPS Investment Advisors in November of 2018 after spending 8 years with USAA, where she served as a financial advisor for our nation’s military members and their families.
Tamara is an advisor in our 401k division and helps employers develop and implement retirement plans. She provides comprehensive planning and advice regarding participants investment and retirement strategy.
She graduated from the University of South Florida and has obtained her Series 7, 65 and 63 licenses with FINRA. She also holds her Florida 215 Health, Life, and Annuity License.
Tamara serves on the Executive Board for the American Business Women’s Association Lakeland chapter and is also a member of EMERGE Lakeland.