Tamara joins the America Group with experience in Wealth Management, Trust Administration, and Trust Advisor experience from Comerica bank.
Tamara’s background also includes tax planning and financial analysis while interning at Hantz Group- Tax and Business. She will initially be working closely with Randy Malloy to build understanding of our operations and the financial planning software utilized by our advisors.
As a Trust Analyst/Administrator and Trust Officer, Tamara prepared and processed directives that involved the management of trust assets, overseeing the daily administration, maintaining accounting records, reviewing Trust tax returns, reviewing Trust Agreements, Power of Attorney, Corporate and Partnership Agreements. She supported compliance efforts and coordinated multi-dimensional teams, consulted with various trust advisors in personal wealth and other professional alliances.
Tamara is a graduate of University of Michigan-Dearborn with a bachelor’s degree in Accounting, is an avid runner and enjoys competing in marathons, and spending time with her family. When she’s not running, Tamara can be found on hiking trails enjoying the beautiful nature Michigan has to offer.
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