Tamar Fink balances the feel of a boutique, family firm with the far-reaching business experience of a larger firm.

Since 1986, we’ve grown a firm suited to our clients — people of high net worth. We’ve staffed insurance brokers, underwriters and family wealth counselors. We ensure our own accountability through a customer service team. We uphold relationships with a worldwide network of the best carriers, investors, and established charitable organizations.

By caring and asking the right questions, we work closely with clients and their chosen advisors to gain a personalized understanding of their desires.

Tamar Fink is a partner, member and contributor to leading industry organizations including:

  • Association for Advanced Life Underwriting
  • Million Dollar Round Table - Lifetime Member
  • Top of the Table
  • The International Forum
  • National Association of Insurance and Financial Advisors
  • Planned Giving Counsel
  • Minnesota Life Underwritters

Click here to view Tamar Fink's premier television appearance on Heartbeat of America.

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