Tami Long

Financial Planning Coordinator

Office: 937.390.8750
Fax: 937.390.8755
Toll-Free: 888.390.8753
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Tami, a Springfield native and Kenton Ridge High School graduate, is a graduate of the University of Dayton with an Associates degree in Business.  She has 10 years of experience with the firm.  Her main duties include assisting clients with implementing the plans and investments that suit their specific needs through preparing, completing, and processing new account paperwork, executing transfers and rollovers, underwriting insurance (life, disability, and long term care), and assisting the planners with financial plans.