Richard J. Chaffee, Jr. Chief Executive Officer
Tamra S. Adams Chief Operation Officer
Heather Chiodin Manager, Underwriting & Client Services
Julie M. Even Director, Client Relations
Cher Ingles Executive Assistant & Office Manager

Tamra S. Adams

Chief Operation Officer

Year Started:

1988

Email Address:

tadams@callc.com

Office Phone:

952.746.3868

Toll Free:

877.746.6990

My first and best job.

Tammy Adams is responsible for the overall operations of the firm. She has over 30 years of experience in insurance design, wealth transfer strategies and administration, and continues to bring enthusiasm and dedication to work every day.

In addition to running the operations of the firm, Tammy uses her experience in the design and implementation of insurance policies for clients, vendor and carrier relationship management, and the ongoing administration and review of wealth transfer plans.

MN Life Insurance License #20111673

Certification

Minnesota Life Insurance License
Accounting Degree

Education

Mankato State University

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., A Registered Broker/Dealer and Investment Advisor, Member FINRA/ SIPC. Chaffee & Associates, LLC is independently owned and operated. Chaffee & Associates, LLC is a member of M Financial Group.

Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.

Check the background of this firm and/or investment professional on FINRA's BrokerCheck For important information related to M Securities, refer to the M Securities' Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider. #5537810.1