Tamra has been with Main Street Research since 1994 and is involved in every aspect of the firm’s management. She is a member of the Executive Leadership Team and currently leads the firm’s wealth management process, assisting clients in identifying the longevity of their asset base for their lifetime and future generations. This work results from Tamra’s ability to create personal and complex financial models for each client. In addition, she holds a law degree and expertise in estate planning and how a trust or will should complement the wealth planning model. Lastly, Tamra is experienced in tax guidance and assists clients with tax strategy.
Tamra has authored several wealth planning articles featured in The Wall Street Journal, US News and World Reports, Yahoo Finance, and The Street. She received her BA in Political Science from the University of California, Santa Barbara and her Juris Doctorate from Empire College of Law. Additionally, she attended the University of California, Berkeley, University Extension for Personal Financial Planning and is a CERTIFIED FINANCIAL PLANNER™ certificant. As well, she is a member of the Financial Planning Association.
During her free time, Tamra is an avid reader and enjoys hiking, traveling, and scuba diving with her family, including two teenage girls and three dogs – Brooxe, Mr. Bond, and Ms. Moneypenny. Tamra is based out of our headquarters in Sausalito, CA.