Cooke Financial Group
Tammy Williams - Headshot Circle 2025
tammy-williams-candid-circle-1-1

Tammy Williams, MBA

President, Wealth Advisor

Bio

Tammy Williams joined Cooke Financial Group in 2016 and, in 2025, was promoted to President. As one of the team’s lead wealth advisors, she specializes in executing comprehensive wealth plans and guiding clients through every stage of their financial journey.

Tammy works directly with individuals, families, and non-profits, focusing on building lifelong relationships, delivering personalized service, and helping clients navigate complex wealth management decisions with clarity and confidence.

Before her career in financial services, Tammy spent seven years as a professional softball player. She competed with the U.S.A. Women’s Softball National Team, played in Japan’s Professional League for Denso, and was a member of the NFP Chicago Bandits. This unique background instilled in her the discipline, resilience, and team-first mindset she now brings to her clients and colleagues at Cooke Financial Group.

Awards and Recognition*


Professional Background

Education
  • B.A. in Human Development and Psychological Services – Northwestern University
  • MBA – DePaul University
Community
  • Member – Young Presidents' Organization (YPO)
  • Member – Council of One Hundred (C100) at Northwestern University
  • Board Member – TrueNU (Northwestern University N.I.L. Collective)
  • Member – Professional Advisor Leadership Council (Central Indiana Community Foundation)
  • Mentor – Sanctuary Wealth Mentor Program with Indiana University Kelley School of Business
  • Member – Athletes for Hope Foundation
  • Volunteer - Greater Indy Habitat for Humanity
  • Volunteer - Apple Pies for Angels (The Salvation Army of Central Indiana)
Designations
  • MBA – A Master of Business Administration degree is a postgraduate degree focused on business administration. The core courses in an MBA program cover various areas of business administration in a manner most relevant to management analysis and strategy.
Licenses
  • Series 7 – The Series 7 is an exam and license that entitles the holder to sell all types of securities products except commodities and futures. The Series 7 exam covers topics on investment risk, taxation, equity and debt instruments, packaged securities, options, and retirement plans.
  • Series 66 – The Series 66 is an exam and license that entitles the holder to legally act in the capacity of investment advisors or wealth/asset managers.
  • Security Industry Essentials® (SIE®) – The Security Industry Essentials® (SIE®) is an exam and license that demonstrates fundamental knowledge of the securities industry. The SIE® exam covers topics on industry terminology, securities products, the structure and function of the markets, regulatory agencies and their functions, and regulated and prohibited practices.

Beyond the Office

website-media-coverage-2026-tw-ibj-forty-under-40-image-1
2025-volunteering-at-apple-pies-for-angels
website-media-coverage-2026-forbes-shook-top-women-wealth-advisor-in-indiana-image-1
2025-greater-indy-habitat-for-humanity
website-media-coverage-2024-tw-number-1-ranked-women-advisor-advisorhub-image-1
2025-supporting-aha-indiana-go-red-for-women-luncheon
2026-supporting-jingle-rails-at-eiteljorg-museum
2025-supporting-angelo-caputos-fresh-markets-golf-outing
2025-sponsoring-at-benjamin-harrison-presidential-site-speaker-series
tammy-williams-inducted-into-missouri-sports-hall-of-fame-media-coverage-1-1

* Award Disclosures: Not indicative of advisor’s future performance. Your experience may vary.

Tammy Williams (2025-2026): Forbes Best-in-State Wealth Advisors, created by SHOOK Research. Most recently presented in April 2026 based on data gathered from 06/30/2024 to 06/30/2025. No fee was paid to be included in the ranking or to hold out in marketing materials.

Tammy Williams (2025-2026): Forbes Top Women Wealth Advisors Best-in-State, created by SHOOK Research. Most recently presented in February 2026 based on data gathered from 09/30/2024 to 09/30/2025. No fee was paid to be included in the ranking or to hold out in marketing materials.

Tammy Williams (2026): AdvisorHub 200 Women Advisors to Watch, created by AdvisorHub. Presented in April 2026 based on data gathered from 01/2025 to 12/2025. No fee was paid to be included in the ranking or to hold out in marketing materials.

Tammy Williams (2024-2025): AdvisorHub 100 Women Advisors to Watch, created by AdvisorHub. Most recently presented in June 2025 based on data gathered from 01/2024 to 12/2024. No fee was paid to be included in the ranking or to hold out in marketing materials.

Tammy Williams (2024-2025): Forbes Top Next-Gen Wealth Advisors Best-in-State, created by SHOOK Research. Most recently presented in August 2025 based on data gathered from 03/30/2024 to 03/30/2025. No fee was paid to be included in the ranking or to hold out in marketing materials.

Tammy Williams (2026): Indianapolis Business Journal Forty Under 40, created by Indianapolis Business Journal. This award should not be considered an endorsement by the Indianapolis Business Journal of the investment advisory or brokerage services offered to clients.

Tammy Williams (2023): AdvisorHub 100 Advisors to Watch (Over $1B), created by AdvisorHub. Presented in June 2023 based on data gathered from 01/2022 to 12/2022. No fee was paid to be included in the ranking or to hold out in marketing materials.

Tammy Williams (2022-2025): Five Star Professional Five Star Wealth Manager Award, created by Five Star Professional. Most recently presented in September 2025 based on data gathered from 11/2024 to 05/2025. No fee was paid to be included in the ranking or to hold out in marketing materials.

Start a conversation with Tammy Williams.

Connect with Tammy and we'll be in touch with you soon. We look forward to hearing from you.