Tamara Coffey

Administrative Assistant

Tamara started her financial career 4 years ago working for the home office of LPL Financial, a national broker dealer headquartered in Fort Mill, SC.  Tamara gained vast knowledge in the retirement industry which helped her to transition into her current role as an administrative assistant. 

Prior to the financial industry, Tamara spent eleven years in the non-profit sector working for a large community-focused organization. She learned to manage relationships, flexible communication, self-management and problem solving.  These are traits she has carried with her throughout her career. 

When she is not working Tamara enjoys reading, attending concerts, and traveling.  She is also an avid supporter of the Carolina Panthers and Charlotte Hornets. Her devotion lies with many Washington, DC area-teams as well.

Tamara is a native of Charlotte. When she is not busy, she enjoys taking her dog out for longs walks.