Tami Schultz
Tami Schultz Client Service Associate

Tami helps us maintain the quality level of service we provide to our clients. Knowledgeable and responsive, she strives to provide timely, accurate and meaningful answers to our clients’ questions and makes sure their needs are always her greatest priority. Tami also provides support for our team’s client accounts, schedules and prepares documents for client meetings and assists with marketing efforts.

Before joining our team in October 2023, Tami was a business office assistant at Edward Jones Investments and a payroll manager at the Department of Children, Youth and Families. She earned a bachelor’s degree in business management from Whitworth University.

Originally from Olympia, Washington, Tami lives in Olympia with her husband, Steve, and children, Colby and Makenna. In her free time, Tami enjoys gardening, watching basketball, walking her dogs, Milo and Paxton and spending time with her family and friends. She is a volunteer with the North Thurston Public Schools and Saint Martin’s University.