Client Service Associate
Tamara joins Wintergreen Financial Group as our Client Service Associate employed by our Broker Dealer, LPL Financial, directly working with Karen Winslow. Tamara is a LPL employee and is part of the Admin Solutions program that supports multiple advisor's business.
Tamara began her professional career at LPL Financial in 2015 as a member of the Service360 team. She has experience working with a variety of financial systems and enjoys the client-centric approach to financial services.
Tamara resides in the LPL home office in Fort Mill, South Carolina and has a passion for the financial services industry and volunteering. In her free time, she enjoys reading and traveling.