With almost two decades in the financial services industry Tameika has served extensively in both 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 she serves a duel role as Client Services Manager and Practice Manager. These roles ensure that all aspects of the team’s processes and communications provide a superior level of responsiveness, service, and confidence to all.
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.
Her function as Practice Manager keeps her alert for possible inefficiencies, or potential opportunities to streamline the practice. She listens when items are brought to her attention by clients or other team members. 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 away from the office she enjoys reading, traveling or just hanging out with her husband Wallace, Sr. and 4 kids. Their children—in their own rite—keep both Tameika and Wallace active and young at heart as an athletically active family.