Tamara Ertley
With over 25 years of experience in financial services, Tamara Ertley is dedicated to assisting individuals in managing their investment accounts and addressing financial concerns. Her top priority is to get to know each client personally, enabling her to understand and meet their unique needs.
Prior to joining Dakota Wealth Management, Tamara gained valuable experience at Springside Partners and SS&G Wealth. Her earlier role as a Trader and Account Operations team member at Vestax Securities provided her with essential skills for effective financial planning.
Tamara holds a degree in marketing from Lorain County College and is a Financial Paraplanner Qualified Professional. Additionally, she serves as a Notary Public.
In her spare time, Tamara enjoys traveling and frequently volunteers at a Therapeutic Riding Center for children with disabilities. She also cherishes moments spent with her son and his family.
