With almost two decades in the financial services industry, Tameika has served extensively in operational capacities and client service roles. She has worked exclusively with Jim Schmidt since 2008. In addition to her industry experience, she holds an undergraduate degree in Business Administration from Strayer University in Richmond, Virginia.
At Schmidt Wealth Management & Associates, an affiliate office of Freedom Street Partners, she serves in a dual role as Client Services Manager and Practice Manager. These roles helps ensure that all aspects of the team’s processes and communications provide a superior level of service, including responsiveness and confidence.
As Client Service Manager, she is uniquely qualified to answer most clients’ administrative questions and concerns during their initial call. For more complex matters, she collaborates with Jim to provide the answers or—if needed—to schedule a mutually convenient conversation between him and the client.
Tameika’s function as Practice Manager keeps her alert for possible inefficiencies or potential opportunities to streamline the practice. She is an attentive listener who tries to fully understand the issues and feedback brought to her attention by clients or other team members, and she ensures they are each addressed promptly. With a broad knowledge of securities industry regulations, operations, and administration, she has been able to identify changes and upgrades to enhance each client’s experience.
When I’m away from the office, I enjoy reading, traveling, or just hanging out with my husband, Wallace Sr., and our four children. Our children – in their own right – keep Wallace and me active and young at heart as an athletically active family.