Managing Over
$200,000,000
Years of Experience
30+
CFP® Professionals
3
Collaborative Team
1
Tami Borland
CFP®
FINANCIAL PLANNING AND OPERATIONS
Tami joined ClientFirst in 2021 and brings over 15 years of experience in financial planning to the firm. She graduated from the University of Central Florida’s College of Business with a finance degree. After 10 years as a financial advisor, Tami decided to take a behind the scenes role as a financial planner and operations manager to dedicate more time to her family.
She enjoys traveling, mountain biking, and spending time with her husband and children.
* Tami is a 1099 contractor with ClientFirst.