Tamara Ertley

With over 25 years of financial services experience, Tamara Ertley is focused on helping individuals to navigate their investment accounts and financial issues. Getting to know each client so that she can understand and accommodate his or her specific needs is always Tamara’s top priority.

Before joining Dakota Wealth Management, Tamara worked for Springside Partners and SS&G Wealth. Before that, she worked for Vestax Securities as a Trader and Account Operations team member. This banking background has provided Tamara with invaluable tools for assisting clients with financial planning.

Tamara earned a degree in marketing from Lorain County College, and she holds the designation of Financial Paraplanner Qualified Professional in addition to serving as a Notary Public. In her free time, she loves to travel and is a frequent volunteer at a Therapeutic Riding Center for children with disabilities. Tamara also especially enjoys spending time with her newly married son and his family.