2026 SPEAKER LINEUP
The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.
Tama Lamm
As an Edward Jones financial advisor and CEPA, I have the privilege of working with clients in all stages of their financial journey. Whether it is a recent graduate opening her first Roth IRA, a young family actively growing their net worth, or a...
ABOUT TAMA
As an Edward Jones financial advisor and CEPA, I have the privilege of working with clients in all stages of their financial journey. Whether it is a recent graduate opening her first Roth IRA, a young family actively growing their net worth, or a business owner thinking of what comes next, we work together as a team to create a customized strategy to help meet your long-term goals. As your financial advisor, we will work together to add wealth to your business, develop tax-wise strategies, and discuss options before and after a business sale.
With years of experience in real estate, insurance, marketing, business ownership and financial services, I bring a unique perspective to the table. My degree in geology from Boise State University and owning a residential construction company with my husband, have taught me about the benefits of hard work and persistence but it was as an insurance agent that I first found the joy of working in personal financial services.
Growing up in Utah and Idaho gave me a love for the outdoors. When not assisting clients, you will often find me paddle boarding, running a mountain trail, attempting to hit a decent shot on the golf course or working in the garden. My best days are spent with my husband, Michael, my three amazing children and our two golden retrievers. It does not matter if we are searching for the elusive morel mushroom or skiing fresh powder, if I am with family, friends and sunshine, I am in my happy place.
We, as a team, understand that personal well-being starts with community. That is why we give back to our community with time, sweat and resources when and where it is needed.
Choosing a financial advisor is an important decision, but it does not have to be a stressful one. I welcome the opportunity to get to know your history, your concerns and your goals for the future. Please reach out by phone or email to get the conversation started.
