Tami joined Ehlers in 2016 on the Wisconsin Education Team and was later named Senior Investment Advisor with our Investments team. She assists clients with the development and implementation of investment strategies for bond proceeds and general funds. Prior to joining Ehlers, Tami spent 14 years gaining expertise in the financial services industry.
Tami and her husband Mike, along with their mini-schnauzer named Mac, enjoy outdoor activities, particularly riding bikes and attending the many outdoor concerts available in the Milwaukee area. They are members of the local Beer Barons and support the club’s efforts to provide brewing education and promote local breweries.
Areas of Expertise
Investments & Treasury Management
- Bond Proceeds Investment
- General Funds Investment
- Investment Strategy Formulation & Implementation
- Asset Allocation
- Cash & Investment Reporting
- Cash Forecasting
- Debt Planning & Issuance Support
- Long-Term Financial Planning
- Capital Improvement Planning
- School District TIF Impact Analysis
Licenses & Certifications
Series 65 License: Uniform Investment Advisor
Series 50 License: Municipal Advisor Representative
Certified Independent Municipal Advisor
Certified Public Funds Investment Manager
Professional Affiliations & Memberships
Wisconsin Association of School Business Officials
Wisconsin Rural Schools Alliance
Education
Bachelor’s Degree in Business/Organizational Administration, University of Wisconsin-Milwaukee
Master’s Degree in Business Law, Loyola University School of Law
Community Involvement
Women for MACC Fund
Hospitality Committee (Couture for a Fashion Show Fundraiser) – Chair