Tami Carroll

As a Wealth Advisor, Tami draws on extensive experience in financial analysis, budgeting, and forecasting to support individuals and families through the major transitions of their financial lives. Retirement income planning may be complex and filled with choices and variables, and Tami enjoys helping clients understand how the financial decisions they make can work together.

Tami began her career in personal finance in 2006. She joined BSW Wealth Partners in 2019, before the firm became part of Sequoia in 2026. This experience gives her a thorough understanding of the overall financial picture clients face when going through the death of a loved one or divorce. She provides education and support to clients during these difficult decision-making processes to help them make rational, informed decisions, and finds deep fulfillment in helping them plan for financial independence and gain clarity around their financial future. She holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, is a Certified Divorce Financial Analyst (CDFA®) and Retirement Income Certified Professional (RICP®) and earned her Master of Business Administration from Regis University and a Bachelor of Science in finance from the University of Denver.

Outside of the office, Tami is active in the Boulder-Denver community, publishing articles on everyday financial decisions and speaking to groups about financial wellness and current economic trends. She can also be found chasing after her children, tending her garden, and reading widely across a variety of subjects.