About

Credentials

I am a CERTIFIED FINANCIAL PLANNER™, 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.

Other relevant accreditations:

  • Chartered Financial Analyst®(CFA) designation.
  • Masters of Business Administration, Finance, University of Chicago Booth School of Business.

Tamara Witham

I founded GreenLife Advisors in 2018 to transform the typical financial advising relationship into one that genuinely serves clients with non-judgemental and personalized experiences tailored to each client’s unique needs and goals.

Our sole focus is helping families—many  are first-generation Americans or recent immigrants—get organized and set up for long-term financial success. My clients come from widely diverse backgrounds. I also welcome LGBTQ+ clients and provide a welcoming environment.  I respect and value each family. Everything we do, from our services to operations to outreach, ladders up to this purpose.

What inspires me most is the personalized experience we’ve created. While my degrees in business and finance allow me to handle the analytical details, my real passion is spending time with clients and guiding them toward the future they envision.

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 working parents’ time demands and needs, having been one myself for years. I’m a mother of two teenagers, one of whom is part of the LGBTQ+ community. I’m also the proud owner of a very fluffy mini Goldendoodle, Skylar, pictured here.

GreenLife Advisors & Schwab Advisor Services™

Schwab Advisor Services™ is one of the world’s largest providers of financial services, and has more advisor clients than any other custodian1. Schwab Advisor Services™ provides custody, trading, and the support services of ©Charles Schwab & Co., Inc. (“Schwab”), to independent investment advisors. Independent investment advisors, like GreenLife Advisors, LLC (“GreenLife”), are not owned by, affiliated with, or supervised by Schwab.

The Charles Schwab Corporation provides a full range of brokerage, banking, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, ©Charles Schwab & Co., Inc. (Member SIPC) through Schwab Advisor Services™, provides clearing, custody, and other brokerage services to GreenLife Advisors, LLC.

  1. Working with Schwab provides GreenLife access to a wide range of institutional products and services at a low cost so we can effectively serve the needs of our clients.
  2. Through our relationship with Schwab, you will receive a simplified, consolidated statement each month reflecting all your investment positions and transactions in your Schwab brokerage account.

GreenLife values the unparalleled support Schwab provides to ensure our clients receive the best possible experience.

1 Charles Schwab Strategy.

 Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value 
 

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (Member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.

Read about privacy at Schwab at www.schwab.com/privacy.

The above mentioned firms and their employees are not affiliated with or employees of Schwab unless otherwise noted. They should not be construed as a recommendation, endorsement of, or sponsorship by Schwab.