Private Wealth Advisor, Tammie Dunn Walker, Opens A Second Office Location On The Downtown Celina Square

Article by Christine Clark

Photography by Holly Farrow

Originally published in Celina Lifestyle

Tammie Dunn Walker is a Private Wealth Advisor with her own business - Strategic Wealth Advisor Team, a private wealth advisory practice of Ameriprise Financial Services, LLC. She has a successful practice working with clients traditionally using a long-term planning approach. Her focus is on creating and maintaining wealth for clients through investment portfolios, retirement planning, tax planning, and estate planning. Her passion is to work with people from the early stages of their careers all the way though retirement and estate planning for the next generation. 

After years of driving through Celina, from their home in west Plano to their lake house on Lake Texoma, Tammie and her husband Mark developed a fondness for this community. They enjoyed the country feeling, wide open spaces, and slower pace of life. Tammie grew up in Mount Pleasant and has fond memories of her childhood which she wanted her own children to experience. West Plano was a great community, but with so much pressure and competition in the schools, Tammie wanted something different for her twins, Alex and Addie.

Celina had the answers she and her family were seeking as the Celina schools were still small in 2015, but the town was growing and provided many opportunities where Tammie and her family could plug in. They started their move north by buying land in the area. Then five years ago, after building a home on that land, they officially made the move to Celina and Alex and Addie started their 4th grade year at O'Dell Elementary. Now, in the 8th grade at Moore Middle School, they are active in football, baseball, tennis, and Scouts.

Tammie has a business philosophy of shopping local and serving local and she believes, “People don’t care how much you know until they know how much you care.” She’s active in the Celina community and sponsors events such as the Celina Wine Crawl, Oktoberfest, Splash & Blast, and the city's Golf Tournament. She has also been an active board member on the Celina Education Foundation (CEF) and sponsors CEF's annual fundraising gala, Denim & Diamonds.

While passionate about her community, she is also passionate about her business. Tammie has taken the leap and opened a second office located on the Celina Square. “We want to do more than just say we live in Celina; we want to work here as well.”  Tammie adds, “It will be nice to transition to meeting clients in our own offices downtown. We will be able to work with clients who are simply needing an IRA or a life insurance policy to those needing assistance with complex estate planning.”

As a member of the Greater Celina Chamber of Commerce, Tammie is an active Chamber Ambassador attending monthly networking meetings, ribbon-cuttings, and grand openings of local businesses. She is also part of the Celina Ladies of Influence (CLOI) started by the Celina Chamber to help women-owned businesses in Celina find success. There are many obstacles when starting a new business and her vision is to help women learn to navigate these obstacles by way of networking, understanding the city requirements and resources, and formulating their business plan as the town continues to grow and change.  As the Forbes Best-in-State Wealth Management Team 2023 and the Forbes Best in State Women’s Wealth Advisor 2023, Tammie Dunn Walker has some well-rounded experience to lend.

Tammie will continue to work one day a week in her Plano office but is excited to settle into the rhythm of living and now also working in Celina. The next time you are on the Square, stop by her offices on the corner of Pecan and Ohio to say hello.

Tammie D. Walker, Private Wealth Advisor

Strategic Wealth Advisor Team, a private wealth advisory practice of Ameriprise Financial Services, LLC

Schedule on site and online services with Tammie Dunn Walker at 469-865-1020 or Tammie.D.Walker@AMPF.com

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