“Flexibility, patience, the ability to take in a lot of details, prioritize and process them,” are attributes that Tammie Gabriel lists as she describes what it takes to run a financial planning practice with a single-minded focus on client service. “My job is to operate our practice so seamlessly, that clients think of me as an extension of their relationship with Kevin,” she says.
Tammie joined Kevin’s team with a business management and financial services background. She worked in the trust industry for over a decade, ultimately as a trust custodian. A successful business owner in her own right, Tammie co-founded two companies with her husband – one was a race car simulator business and the other an engineering company in the telecommunications industry.
“Those experiences have provided a unique perspective that I bring to Kevin’s practice,” Tammie explains. “I have been both an employee and an employer, so I have a deep understanding of the kinds of issues our clients face.” Beyond the desire to help people, it’s the intensely detail-laden nature of the job that keeps her interested day in and day out. “I am drawn to minutiae,” says Tammie, “so this job is a great fit.”
It was the same attraction to detail that led her to pursue her dream of law school – training that was cut short by a diagnosed brain tumor. Though the prospect of becoming an attorney had to be shelved, Tammie was determined to succeed. And that she did: two brain surgeries later she is a survivor who defi ed the odds. In turn, she has channeled her determination and energy into a loving family, two successful businesses, and now into Kevin’s practice.
Tammie serves on the board of the Brain Tumor Foundation, and is an active member of her homeowners’ association. She and her husband, Rodney, reside in Noblesville with their two children.
it’s the way we treat people.
Our philosophy centers around a simple technique that starts with the planning process.
It’s not so much our process that makes us different,