Tamara graduated from St. Lawrence College with a diploma in Business Accounting in April 2015 and in August 2019 she earned her Certified Financial Planner® designation. In August 2021 she also received her Insurance License.
She joined Ward & Uptigrove Wealth Management in September 2015. Tamara works with individuals, families, and incorporated professionals to assess their financial needs, manage risk, and build structured long-term plans. She provides comprehensive financial planning and insurance strategies, with expertise supporting business owners. Tamara collaborates closely with accountants to help optimize corporate tax strategies and ensure personal and corporate planning decisions are aligned with long-term goals.
Outside of work, Tamara enjoys various creative projects, live music, and the outdoors with her dogs.