Tamara, based in Tucson, Arizona, is a seasoned professional responsible for the development, marketing, and sale of qualified retirement plan products and services at RMC. With over 35 years of experience, she specializes in retirement plan design, serving as an Enrolled Retirement Plan Agent (ERPA) with a strong track record representing clients before regulatory bodies like the IRS and DOL.
RMC Group offers a wide range of retirement plans, including both defined contribution and defined benefit plans. These include Profit Sharing, New Comparability, Age Weighted, 401(k), traditional defined benefit, split-funded defined benefit, 412(e)3, and cash balance plans.
Tamara holds top credentials from the American Society of Pension Professionals and Actuaries (ASPPA), including Certified Pension Consultant (CPC). She's actively involved in industry associations, such as ASPPA, NAPA, NTSA, and NAWBO, and has advocated for retirement plans at the national level.
Originally from Kansas City, Tamara studied business at Saint Mary College. Since 2006, she's called Tucson home, where she lives with her husband, balancing her professional achievements with her role as a proud mother and grandmother.