For our Mother’s Day edition, we’re joined by Tami Ledger and her daughter Ana Chavez, a mother-daughter duo who ended up building parallel careers in the retirement plan industry after a major life disruption forced Tami back into the workforce.

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Guest Bio:

Tami Ledger is a Senior Retirement Plan Advisor with Mariner.  Tami works to help ensure quality retirement plan services are delivered to clients. She assists plan advisors and plan sponsors with annual investment, fee and plan reviews and other compliance with ERISA. She also works with plan sponsors to develop education strategies and participant communications.

Ana Chavez is a Regional Sales Consultant in the Retirement Plan Division at Ameritas, where she has spent the majority of her four-year tenure supporting financial advisors across multiple territories. She is passionate about being a trusted resource to the financial professionals she works with and is dedicated to helping plan participants feel confident and prepared for retirement.

Connect with Tami: 

LinkedIn

Connect with Ana: 

LinkedIn

Connect with Theresa and Ivana:

Theresa, True Strategy Consultants: tsc-consultants.com
LinkedIn @treeconti, Insta @tscconsultants

Ivana, Courageous Being: courageousbeing.com
LinkedIn @ivipol, Insta @courbeing

SITP team, Step Into The Pivot: stepintothepivot.com
LinkedIn @step-into-the-pivot, YouTube @StepIntoThePivot