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.

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)

Awards*

• Forbes Best-In-State Wealth Advisors (Indiana) – 2025
• Forbes Top Women Wealth Advisors Best-In-State (Indiana) – 2025
• AdvisorHub 100 Women Advisors to Watch (Ranked #2 in 2025 and #1 in 2024) – 2025-2024
• Forbes Top Next-Gen Wealth Advisors Best-In-State (Indiana) – 2025-2024
• Missouri Sports Hall of Fame – 2024
• AdvisorHub 100 Advisors to Watch (Over $1B) – 2023
• Five Star Professional Five Star Wealth Manager Award – 2024-2022
• Jersey Retired from Chicago Bandits – 2019
• Northwestern University Hall of Fame – 2014

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.

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

Forbes Best-in-State Wealth Advisors (2025), created by SHOOK Research. Presented in April 2025 based on data gathered from 06/30/2023 to 06/30/2024. No fee was paid to be included in the ranking or to hold out in marketing materials.

Forbes Top Women Wealth Advisors Best-in-State (2025), created by SHOOK Research. Presented in February 2025 based on data gathered from 09/30/2023 to 09/30/2024. No fee was paid to be included in the ranking or to hold out in marketing materials.

AdvisorHub Top 100 Women Advisors to Watch (2024-2025), 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.

Forbes Top Next-Gen Wealth Advisors Best-in-State (2024-2025), 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.

AdvisorHub 100 Advisors to Watch (Over $1B) (2023), 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.

Five Star Professional Five Star Wealth Manager Award (2022-2024), created by Five Star Professional. Most recently presented in September 2024 based on data gathered from 11/2023 to 05/2024. No fee was paid to be included in the ranking or to hold out in marketing materials.