Bio

Tammy Williams joined Cooke Financial Group in 2016. Now one of the team’s lead wealth advisors executing comprehensive wealth plans, she has a unique and varied background. In 2025 she was promoted to President.

She works directly with individuals, families, and non-profits to assist them in every aspect of managing wealth. Tammy’s passion is to focus on building life-long relationships, providing personalized service, and navigating her clients along their financial path.

Prior to working in the financial industry, Tammy was a professional softball player for 7 years. During this time, Tammy played for the U.S.A Women’s Softball National Team, the Japanese Professional League Denso, and the NFP Chicago Bandits.

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) – 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), created by SHOOK Research. Presented in August 2024 based on data provided as of gathered from 03/30/2023 to 03/30/2024. 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.