Tamara Stelting
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Tamara Stelting Email & Phone Number

Chief Operating Officer | Chief Compliance Officer at Searcy Financial Services, Inc.
Location: Kansas City Metropolitan Area, United States 11 work roles 1 school
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Role
Chief Operating Officer | Chief Compliance Officer
Location
Kansas City Metropolitan Area, United States
Company size

Who is Tamara Stelting? Overview

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Quick answer

Tamara Stelting is listed as Chief Operating Officer | Chief Compliance Officer at Searcy Financial Services, Inc., a with 12 employees, based in Kansas City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Tamara Stelting.

Tamara Stelting previously worked as Chief Operating Officer at Searcy Financial Services, Inc. and Chief Compliance Officer at Family Investment Center. Tamara Stelting holds Bachelor Of Arts - Ba, Athletic Training/Trainer from Midamerica Nazarene University.

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Searcy Financial Services, Inc.

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Profile bio

About Tamara Stelting

I work to foster in an organization the Get Stuff Done attitude. Never stop learning something new while working to build a stronger company is a main objective to my work life. With over three years as the Chief Compliance and Information Security Officer and over five years as an Advisor at Family Investment Center, I create and implement a compliance structure that meets the SEC requirements and makes the process understandable and practical for employees. As a Registered Investment Advisor, I also help clients achieve their financial and investment goals with tailored solutions that fit their situations.I have a passion for helping people in various aspects of their lives, whether financially, health-related, or emotionally. Sports and health has always been a passion. As a product manager I created and brought to market sports medicine solutions. I am also a Certified Athletic Trainer (ATC) and have been a fitness coach for over 12 years, coaching and educating youth sports teams on speed, agility, and sports mechanics. I have an innovative and collaborative spirit, and I always look for new ways to improve the services and outcomes for the clients and the company.

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Searcy Financial Services, Inc.
Searcy Financial Services, Inc.
Chief Operating Officer | Chief Compliance Officer
Kansas City, MO, US
Employees
12
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11 roles · 31 years

Tamara Stelting work experience

A career timeline built from the work history available for this profile.

Chief Operating Officer

Current

Kansas City Metropolitan Area

I serve the firm as the Chief Operating Officer to guide and support the team’s operations while developing strategies for efficiency and growth for Searcy Financial Services, Inc. I have a passion for helping people flourish and shine in their roles at the firm. I work to foster in an organization the “Get Stuff Done” attitude. Never stop learning something new while working to build a stronger company is a main objective to my work life.We are passionate about viewing wealth from your perspective, to help you achieve success on your terms, Where You Stand.® Our services are based on your personal situation—your values, beliefs, preferences, and the degree to which you want to be involved in the planning process. We incorporate multiple generations into the planning process, where applicable, to foster guidance and education for all members of the family.Searcy Financial Services, Inc. is a fee-only Registered Investment Advisory firm offering the following highly personalized services: ► Planning for the Future: We are unwavering in our promise to deliver a long-term financial strategy that will help guide your financial decisions and answer your financial questions. We want you to know Where You Stand® and have a plan to get where you want to be.► Investment Management: Our investment team implements rigorously researched investment strategies designed to help our clients acquire, grow and preserve their wealth. ► Employer-Sponsored Retirement Plans: We help business owners and plan sponsors set intentions for their company and offer a retirement plan that helps both the company and its employees thrive.► Business/Practice Consulting: We offer specialized services to help ease the administrative burdens of running a successful practice or small business.Specialties: Financial Planning, Investment Management, Retirement Planning, Succession Planning

Aug 2024 - Present

Assistant Advisor

Lenexa, Ks

Helping clients achieve financial and investment goals so they can plan for some serious fun.

May 2018 - Mar 2024

Fitness Instructor

Olathe

Olathe, Ks

Speed, agility and sports mechanics instructor

2012 - Mar 2024

Basketball Coach

Olathe

Olathe, Ks

Volunteer Youth Coach.

2012 - Aug 2019

Product Manager

Cramer Sports Medicine

Gardner, Ks

Product Manager for Entire Line of Products. Development of New Products, Redesign of Existing products. Product Testing

May 1999 - Jul 2002

Certified Athletic Trainer

Olathe Medical Services, Inc

Olathe, Ks

Athletic Training Services provided to the Olathe School District.

1996 - 1999 ~3 yrs

Certified Athletic Trainer

Orthosport Physical Therapy, Llc

Belton, Mo

Certified Athletic Training services provided to Belton School District. Associate patient Care in PT clinic.

Oct 1994 - 1996
Team & coworkers

Colleagues at Searcy Financial Services, Inc.

Other employees you can reach at searcyfinancial.com. View company contacts for 12 employees →

1 education record

Tamara Stelting education

FAQ

Frequently asked questions about Tamara Stelting

Quick answers generated from the profile data available on this page.

What company does Tamara Stelting work for?

Tamara Stelting works for Searcy Financial Services, Inc..

What is Tamara Stelting's role at Searcy Financial Services, Inc.?

Tamara Stelting is listed as Chief Operating Officer | Chief Compliance Officer at Searcy Financial Services, Inc..

Where is Tamara Stelting based?

Tamara Stelting is based in Kansas City Metropolitan Area, United States while working with Searcy Financial Services, Inc..

What companies has Tamara Stelting worked for?

Tamara Stelting has worked for Searcy Financial Services, Inc., Family Investment Center, Olathe, Cramer Sports Medicine, and Olathe Medical Services, Inc.

Who are Tamara Stelting's colleagues at Searcy Financial Services, Inc.?

Tamara Stelting's colleagues at Searcy Financial Services, Inc. include Andrew White, Dena Fischer, Brenda Carrico, Ryan Brooke, Cfp®, Chfc®, and Kimberly Solomon.

How can I contact Tamara Stelting?

You can use AeroLeads to view verified contact signals for Tamara Stelting at Searcy Financial Services, Inc., including work email, phone, and LinkedIn data when available.

What schools did Tamara Stelting attend?

Tamara Stelting holds Bachelor Of Arts - Ba, Athletic Training/Trainer from Midamerica Nazarene University.

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