Tamara Morse, MBA, CFP®
Retired 04/01/2023 from Financial Advisory Partners
Tamara dedicated more than three decades of her life to providing comprehensive financial services to the serious investor with a continuous commitment to excellent client service. She concentrated her financial advisory practice with a select group of multigenerational families. She views it as a perfect blend of her 10 years of school teaching experience, her analytical background and training with Chevron Corporation and the desire to help people identify and reach their financial goals. Tamara also exhibits a strong educational foundation created from earning three degrees from Purdue University (BA Edu, MS Edu, and MBA).
She has served in leadership roles on national and international boards and plans to continue, in retirement, her mission to serve the organizations she is passionate about, especially those that help by lifting women and girls out of poverty through education and those who make our world a better place by caring for the animals who depend on us.
Tamara has been a CERTIFIED FINANCIAL PLANNER ™ since 2003. In 2020, Tamara joined forces with An Novosel, CFP®, Sally McCray, CFP®, CPA®, CFS®, and Stephanie Shinn, CFP® to create Financial Advisory Partners. The partners offer their clients the benefits of their combined years of experience while still maintaining their own practices.
Tamara is passionate about giving back to her community and you will one day see her sharing her knowledge, time and treasure in the next important venue.
Now it is time to take my own advice and enjoy what I have worked for 58 years to build. It is called retirement! I’m looking forward to continuing my association with the professional and charitable organizations that have shaped my life and bring great comfort to me. It will also include more time with Wallis and Cole, the two orange tabby’s rescued from Seattle Humane four years ago.
She has served in various leadership roles for numerous organizations below:
|Trustee||Circle of Sisterhood Foundation-Indianapolis IN||2011-2014|
|Chair||Women’s Archives Development Council Purdue Libraries||2010-2013|
|Member||Development Council of the Purdue Foundation||2009-2013|
|Past President||Board of Directors, Member of Executive Committee||2005-2007|
|Past President||Purdue Alumni Association||2005-2007|
|President||Board of Directors and Chair, Executive Committee||2003-2005|
|President||Purdue Alumni Association||2003-2005|
|Vice President||Board of Directors, Member of Executive Committee||2001-2003|
|Vice President||Purdue Alumni Association||2001-2003|
|Trustee||Delta Gamma Foundation||2005-2007|
|Recipient||College of Education Distinguished Alumni Award||2005|
|Certificate||Kellogg School of Management Northwestern University||2005|
|Certificate||Women’s Director Development Program||2005|
|Member||President’s Cabinet for the Campaign for Purdue||2002-2007|
|Co-chair||Women of Purdue-Advancing the Spirit of Giving||2003-2007|
|Recipient||Krannert School of Management Purdue Distinguished Alumna Award||1999|
|President||Purdue Club of Puget Sound||1994-1999|
|Director||Krannert School Alumni Association-Purdue||1993-1997|