TAMARA FLORES
Rapid City,SD
Summary
Wealth management professional with over 30 years of experience in trust administration and estate planning, retirement planning, and relationship management. Extensive experience serving high-net-worth individuals, families, business owners, and charitable organizations.
Overview
33
33
years of professional experience
1
1
Certification
Work History
Trust Advisor
Wealth Advisors Trust Company
08.2024 - Current
- Fiduciary administration includes revocable and irrevocable trusts, directed and delegated trusts, CRUTs, CRATs, and ILITs.
- Managed complex trust relationships, ensuring adherence to fiduciary standards and governing documents.
- Coordinated with clients, beneficiaries, attorneys, accountants, and investment professionals to achieve long-term estate planning goals.
- Administered alternative assets by monitoring performance and compliance with regulations.
Trust Specialist III
First Interstate Bank
04.2023 - 08.2024
- Administered revocable and irrevocable trusts, estates, agency accounts, IRAs, CRUTs, and ILITs
- Managed substantial portfolio of fiduciary relationships, delivering tailored solutions based on technical expertise
- Ensured compliance of fiduciary activities with banking regulations and trust documents, mitigating risk for clients
- Collaborated with Wealth Advisors to deepen client relationships
Wealth Advisor
Great Western Bank
05.2011 - 04.2023
- Manager and Wealth Advisors of the Rapid City Wealth Management office.
- Developed comprehensive and tailored retirement, investment, estate, and legacy planning strategies
- Led business development initiatives that significantly expanded the office's client base, increased office production, and drove revenue growth.
- Built long-term relationships founded on trust, responsiveness, and personalized service
Assistant Vice President Relationship Manager
Wells Fargo Bank
01.1994 - 01.2011
- Built a successful business development pipeline through referral cultivation
- Established lasting client relationships through exceptional service and trusted financial guidance
- Managed retirement plan relationships to ensure client satisfaction and compliance
- Consulted with clients on retirement plan design and administration to align with regulatory requirements
- Advised clients regarding ERISA and IRS compliance
- Conducted employee enrollment meetings and retirement education programs to enhance participant understanding and engagement
Education
Associate of Arts - Accounting
Dakota State University
05-1981
Skills
- Trust administration
- Fiduciary compliance
- Estate planning
- Trust accounting
- Portfolio management
- Alternative asset management
- Client relationship management
Certification
- Advanced Trust School | 2015
- School of Trust and Financial Services | 2011
- The Institute of Certified Bankers | 2001
- Certified Retirement Services Professional (CRSP)
Affiliations
- West River Estate & Financial Planning Council
- Salvation Army Former Board Member
- Court Appointed Special Advocate (CASA)
- United Way Volunteer
- American Heart Association Volunteer
- Optimist Club
PROFESSIONAL DISTINCTIONS
- More than three decades of trusted fiduciary and wealth management experience.
- Extensive expertise administering sophisticated trust structures and estate planning vehicles.
- Proven record of developing enduring client relationships through exceptional service and sound financial guidance.
- Strong reputation for integrity, fiduciary judgment, and collaborative leadership.
Timeline
Trust Advisor
Wealth Advisors Trust Company
08.2024 - Current
Trust Specialist III
First Interstate Bank
04.2023 - 08.2024
Wealth Advisor
Great Western Bank
05.2011 - 04.2023
Assistant Vice President Relationship Manager
Wells Fargo Bank
01.1994 - 01.2011
Associate of Arts - Accounting
Dakota State University