About GreenLife Advisors
GreenLife Advisors was created to help you reach your financial goals through a pragmatic planning and investing process. We are passionate about working with young families and helping make a difference in their lives.
We are a member of NAPFA and of XY Planning Network, organizations dedicated to fee-only financial planning professionals. We choose to practice as fee-only advisors as we believe that best enables us to act as a true fiduciary for you rather than encounter the conflicts of interest inherent in commission-based compensation, as is the case with many other financial advisors focused on selling products. As GreenLife Advisors is a fee-only financial planning and investment advisory firm, we will not sell any commissioned product.
We holistically manage your financial life and allow you to focus more on your day-to-day life.
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. 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 young families. I also understand the time demands and needs of working parents, having been one myself for years. I’m a mother of two teenage boys and recently remarried. I’m also the proud owner of a very fluffy mini Goldendoodle.