VP Financial Planning and Operations
Tami Borland, CFP®
Biography
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.
- Role
- VP Financial Planning and Operations
- Designation
- CFP®
- Education
- Finance, University of Central Florida College of Business
- Experience
- 15+ years
- Joined ClientFirst
- 2021
Start with a 15-minute call
Step one is a 15-minute discovery phone call about your situation: your concerns, your goals, and whether our firm is a good fit. No cost, no obligation, and no requirement to transfer assets.