Broker Check

Background

Tamara Morse, CFP ®

206-484-3134

Tamara@morsefinancialgroup.com

Morse Financial Group, established and managed by Tamara Morse CFP ®, was founded with the goal of assisting individuals in multiple aspects of their financial lives. Practicing since 1986 and serving a select group of multi-generational family client units, Tamara is licensed to practice in the sixteen states where her clients reside. She is a Registered Representative with KMS Financial Services, Inc., based in Seattle, WA.

As an experienced guest speaker for corporations and associations, Tamara makes presentations regionally and nationally on retirement and estate planning. She is a published author “Just in Case-A Financial Checklist for Women Who Need to Know” ©1990, “Financial Planning” ©1999, Education Funding ©2001, Planning for the Future ©2003 and Great Ways to Save ©2004.

Prior to forming her financial advisory practice in 1986, Tamara spent seven and a half years in various analytical positions with the Chevron Corporation in San Francisco and Seattle, with significant work experience in Anchorage. Previous to her corporate experience, Tamara was a classroom instructor for ten years in W. Lafayette IN, Moraga, CA and Ahwaz, Iran.

Academic Background

BA Education 1965

 Purdue University

Granted with Distinction

MS Education 1968

 Purdue University

Granted with Highest Distinction

MSM (MBA) 1978

 Purdue University

Krannert Graduate School of Mgmt


Volunteer and Board Activities

TrusteeCircle of Sisterhood Foundation-Indianapolis IN2011-2014
ChairWomen’s Archives Development Council Purdue Libraries2010-2013
MemberDevelopment Council of the Purdue Foundation2009-2013
Past PresidentBoard of Directors, Member of Executive Committee
Purdue Alumni Association
2005-2007
President

Board of Directors and Chair, Executive Committee
Purdue Alumni Association

2003-2005
Vice PresidentBoard of Directors, Member of Executive Committee
Purdue Alumni Association
2001-2003

Trustee

Delta Gamma Foundation

2005-2007
RecipientCollege of Education Distinguished Alumna Award2005
Member President’s Cabinet for the Campaign for Purdue2002-2007
Co-chairWomen of Purdue-Advancing the Spirit of Giving2003-2007
Recipient KrannertSchool of Management Purdue Distinguished Alumna Award1999
Director KrannertSchool Alumni Association-Purdue1993-1997
President Purdue Club of Puget Sound 1994-1999
CertificateWomen’s Director Development Program
KelloggSchool of Mgmt Northwestern University
2005