Meet Tami
Tami is a financial advisor and a licensed CPA. She specializes in not only helping clients have a successful transition into and throughout retirement, but also focuses on helping her client’s legacy live on through generational succession planning.
Her areas of expertise include, but are not limited to tax planning and consulting, estate and generational planning, cash flow planning, financial planning, Social Security strategies, Roth conversions and charitable giving.
Tami’s tax background melds well with her financial clients bringing tax efficiencies to their investment portfolio, managing taxes throughout retirement, and helping families minimize and manage taxes when it comes to transferring their legacy.
Tami is a native of Fairfield, Nebraska and resides in Clay Center. Tami is actively involved in her family farming operation and enjoys spending time with her three little girls.
Tax consulting services offered through OS Tax Services, LLC, a CPA firm licensed in Nebraska and regulated by the Nebraska Board of Public Accountancy.
Qualifications
- 4 years financial industry experience
- 5 years with Oakeson Steiner Wealth & Retirement
- BS Business & Accounting from University of Nebraska - Lincoln
- MS Accounting & Taxation from University of Nebraska - Lincoln
- CPA