Tamara Menichini

About Tamara

Tamara is the Client Relationship Coordinator at Red Oak Financial Group. As the primary contact for clients, Tamara’s primary focus is on developing and maintaining relationships with our clients and prospects to help build a strong client/firm relationship. With Tamara’s excellent communication skills, her day-to-day tasks as the client relationship coordinator center around meeting the servicing needs of our clients. Working closely with the staff and financial advisors she helps to ensure that each client receives the highest quality of service coupled with a sense of warmth, friendliness and efficiency.

She has been working in the financial services industry since 2000. Starting her career with Jason Simmons at Lincoln Financial, Tamara joined the team in 2005. With over 10 years of experience in financial planning, she has become an integral part of our team.

Tamara was born and raised in Queens, New York. She moved to Maryland in 1989 and currently lives Towson.