Tamara Morse Headshot

    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:

    Position Organization Years
    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