At our firm, we have the client and only the client in mind.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction
|Firm Start Year:||2005|
|Name of Broker/Dealer:||LPL Financial|
|Name of Custodial Firm:||Starburst Financial Group|
|Number of Years with Current Firm:||11|
|Firm's Number of Clients:||350|
|Firm's Number of Planning Clients:||300|
|Firm's Number of Managed Clients:||300|
|Assets Managed by Firm:||$266,000.000|
|Assets Managed by Advisor:||$1600000|
Securities offered through LPL Financial-Member FINRA/SIPC. The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: CA, TX & WA
Tamra provides concierge-style approach to comprehensive financial planning. Calls upon 20 years of knowledge and resources to help individuals as well as business owners with solutions that will keep their cash flow healthy and protect them from risks. Especially tuned in to the needs of "Baby Boomers" since they have multiple needs for complete planning and protection.
Securities Advisory Services and Financial Planning offered through LPL Financial a Registered Investment Advisor, Member FINRA/SIPC. Tamra Gann may also discuss and/or transact securities business with residents of the following states, TX, CA, MA, WA.
|La Marque||La Porte|
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|