Bio

Tammy Williams joined Cooke Financial Group in 2016. Now one of the team’s lead wealth advisors executing comprehensive wealth plans, she has a unique and varied background. In 2025 she was promoted to President.

She works directly with individuals, families, and non-profits to assist them in every aspect of managing wealth. Tammy’s passion is to focus on building life-long relationships, providing personalized service, and navigating her clients along their financial path.

Prior to working in the financial industry, Tammy was a professional softball player for 7 years. During this time, Tammy played for the U.S.A Women’s Softball National Team, the Japanese Professional League Denso, and the NFP Chicago Bandits.

Education

• B.A. in Human Development and Psychological Services – Northwestern University
• MBA – DePaul University

Community

• Member – Council of One Hundred (C100) at Northwestern University
• Board Member – TrueNU (Northwestern University N.I.L. Collective)
• Member – Professional Advisor Leadership Council (Central Indiana Community Foundation)
• Mentor – Sanctuary Wealth College Mentor Program with Indiana University Kelley School of Business
• Member – Athletes for Hope Foundation

Awards*

• Top Women Advisors Best-in-State (Indiana) – 2025 – Forbes | SHOOK Research
• 100 Women Advisors to Watch (Ranked #1) – 2024 – AdvisorHub
• Top Next-Gen Wealth Advisors Best-in-State (Indiana) – 2024 – Forbes | SHOOK Research
• Missouri Sports Hall of Fame – 2024
• 100 Advisors to Watch (Over $1B) – 2023 – AdvisorHub
• Five Star Wealth Manager – 2022-2024 – Five Star Awards
• Jersey Retired from Chicago Bandits – 2019
• Northwestern University Hall of Fame – 2014

Designations

• MBA – A Master of Business Administration degree is a postgraduate degree focused on business administration. The core courses in an MBA program cover various areas of business administration in a manner most relevant to management analysis and strategy. 

Licenses

• Series 7 – The Series 7 is an exam and license that entitles the holder to sell all types of securities products except commodities and futures. The Series 7 exam covers topics on investment risk, taxation, equity and debt instruments, packaged securities, options, and retirement plans.
• Series 66 – The Series 66 is an exam and license that entitles the holder to legally act in the capacity of investment advisors or wealth/asset managers.

* Award Disclosures: Results not guaranteed. Individual experience may vary.

Forbes Top Women Wealth Advisors Best-in-State (2025), created by SHOOK Research. Presented in February 2025 based on data based on data gathered as of September 2024. No fee was paid to be included in the ranking.

AdvisorHub Top 100 Women Advisors to Watch (2024), created by AdvisorHub. Presented in June 2024 based on data based on data gathered from January 2023 – December 2023. No fee was paid to be included in the ranking.

Forbes Top Next-Gen Wealth Advisors Best-in-State (2024), created by SHOOK Research. Presented in August 2024 based on data based on data gathered as of March 2024. No fee was paid to be included in the ranking.

AdvisorHub 100 Advisors to Watch (Over $1B) (2023), created by AdvisorHub. Presented in June 2023 based on data based on data gathered from January 2022 – December 2022. No fee was paid to be included in the ranking.

Five Star Professional Wealth Manager Award (2022-2024), created by Five Star Professional. Most recently presented in September 2023 based on data gathered from November 2023 to May 2024. No fee was paid to be included in the ranking.