Tameka is dedicated to ensuring you receive an exceptional client service experience. Her role encompasses overseeing client service, managing scheduling, and meticulously tracking client interactions throughout the year to ensure no client needs go unattended. Additionally, she provides crucial administrative support to our team and serves as your initial point of contact. Here's how Tameka can assist you:
- Scheduling: Tameka can help you schedule, confirm, or reschedule appointments via phone or by sending our Calendly link for your convenience.
- Information and Queries: Tameka is knowledgeable about our firm and its unique services, and she can answer any questions you may have about our services.
- Account Opening & Incoming Transfers: She assists with the account opening process and handles the necessary paperwork, streamlining your onboarding experience.
- Account Management & Cash Requests: Tameka monitors incoming account transfers, rollovers, and manages the processing of distributions and contributions to and from your accounts.
- Beneficiary and Trusted Contacts: She can update your beneficiaries and trusted contacts, ensuring your account information is up to date with estate plan considerations.
- Urgent Requests: Tameka can expedite urgent requests, providing you with prompt assistance when you need it most.
In addition to her administrative responsibilities, Tameka's overarching goal is to provide clients with outstanding service, aiming to create a positive and memorable experience that contributes to elevated client growth and satisfaction.
Tameka has been an integral part of our firm since 2021. Beyond her professional role, she's a devoted mother to her twin daughters, Tymia and Kamya. Her background includes service as a U.S. Army veteran and a decade-long career in law enforcement as a corrections officer after her military service.
In her leisure time, Tameka enjoys quality moments with her daughters and family, indulging in painting as a creative outlet, and catching movies when she can.