Katie Tam

Investment Coordinator
Tam Katie_full

Katie is the Investment Coordinator for Marshall’s & Michelle’s practices. She walks through the application process with our clients by sending out applications, tracking investments through processing, and finalizing account opening. She also assists with placing trades, as well as maintaining and servicing client information with the investment companies. Katie welcomes any investment application and service questions you may have. Katie is a registered representative of Securian Financial Services, Inc.