Tami Westfall

New Business & Marketing Manager

Tami Westfall brings a wealth of experience and expertise to her role in Marketing and New Business at Girls Just Gotta Have Funds. With a Bachelor's degree in Business and a minor in Finance, Tami has built a solid foundation for her 12-year career in the financial services industry, including five years with her current team.

Although not a financial advisor herself, Tami plays a crucial role in the success of the firm and in client support. Her primary responsibilities focus on marketing events and processing new business - two areas that are vital to the growth and smooth operation of the company. Tami's work ensures that clients are engaged through well-planned events and that new business is processed efficiently, keeping both clients satisfied and advisors properly compensated.

Tami's journey in the financial services industry has been marked by continuous learning and adaptation. She acknowledges that one of her biggest challenges has been mastering the industry's specialized language. However, her perseverance and dedication to professional growth have helped her overcome this hurdle, making her an invaluable asset to the team.

One of Tami's key strengths is her ability to learn from diverse teams within the agency. This exposure to different working styles and methods has enhanced her problem-solving skills and adaptability, allowing her to find the most effective ways to complete tasks and serve clients.

To stay current in her field, Tami actively participates in professional development opportunities. She engages with Assistant Fly, attends monthly Sales Assistant calls, and is part of a mentoring group. These activities not only keep her skills sharp but also allow her to contribute fresh ideas to the team.

Tami takes particular pride in her work on client events. Seeing these events come to life, from the initial planning stages to successful execution, gives her a sense of accomplishment and reinforces the value she brings to the firm and its clients.

At Girls Just Gotta Have Funds, Tami embodies the company's values of teamwork, trust, and integrity. She understands the critical nature of her role in processing new business and the impact it has on both clients and advisors. Her commitment to honesty and integrity is particularly evident in her handling of clients' personal information, recognizing the paramount importance of data security in financial services.

Tami is motivated by the opportunity to help others reach their goals. This aligns perfectly with her vision for the future: to help the team grow and reach the next level of success. Her personal values of honesty and integrity inform every aspect of her work, ensuring that clients can trust in the service and support they receive.

Outside of work, Tami enjoys spending time with friends and family, often visiting Disneyland for some magic and adventure. She's also an avid reader, always seeking to expand her knowledge and perspectives. One of her passions is running, which she does not just for personal fitness but also to raise awareness and funds for Autism Speaks, demonstrating her commitment to making a positive impact beyond the financial world.

Tami's dedication to her role and her continuous efforts to balance her personal and professional life speaks to her thoughtful approach to both her career and personal well-being.