GreenLife Founder, Tamara Witham

I am a CFP® professional practicing financial planning, which means I will be held to the duty of care of a fiduciary, as defined by the CFP Board. My grandparents immigrated to U.S.A. and spoke a variety of foreign languages. I have 24 years of experience in asset management and planning with Goldman Sachs & Co., PIMCO, GenSpring Family Offices, Bank of America, and 400 Capital Management.

I hold the credentials and have the education to help:

  • Certified Financial Planner™ (CFP) professional.
  • Chartered Financial Analyst® (CFA) designation.
  • Masters of Business Administration, University of Chicago Booth School of Business, Finance.
  • Bachelor of Arts, University of Rochester.

I am uniquely positioned to help you and your family through both my personal experiences and the knowledge gained from working directly with families like yours. I also understand the time demands and needs of working parents, having been one myself for years. I’m a mother of two teenagers and remarried. I’m also the proud owner of a very fluffy mini Goldendoodle.

We holistically manage your financial life and allow you to focus more on your day-to-day life.