Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Domestic Partner Planning
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Insurance
  • Family Finances
  • Saving for Education
  • Retirement Planning Strategies
  • Investments

Awards & recognition

  • Strategic Wealth Advisor Team, Forbes Best-in-State Wealth Management Teams, 2023-2025
  • Tammie Dunn Walker, Ameriprise Ultimate Digital Excellence Award, 2024
  • Tammie Dunn Walker, Forbes Best-in-State Women Wealth Advisors, 2022-2023
  • Strategic Wealth Advisor Team, Ameriprise Client Experience Award, 2023
  • Tammie Dunn Walker, Forbes Top Women Wealth Advisors, 2021
  • Tammie Dunn Walker, Working Mother Top Wealth Advisor Moms, 2020-2021
  • Tammie Dunn Walker, Ameriprise Circle of Success Diamond Ring, 2010
  • Tammie Dunn Walker, Ameriprise Circle of Success, 2019-2022
  • Lindsay Jones, Five Star Wealth Manager, 2014-2016, 2018-2019, 2022-2025
  • Tammie Dunn Walker, Five Star Wealth Manager, 2012-2024

Community participation

We are proud to support Resource Center!
We are proud to support Resource Center!
  • The Family Place
  • Executive Women International
  • Ameriprise proudly supports Wounded Warrior Project and Warriors to Work.
  • Prosper Chamber of Commerce
  • Prosper Ladies Association
  • Celina Chamber of Commerce
  • Resource Center

Honored to be recognized in Forbes

We’ve got some exciting news to share: Strategic Wealth Advisor Team has been named to the 2025 Forbes Best-in-State Wealth Management Teams list. All of us at Strategic Wealth Advisor Team couldn’t be prouder, as this achievement reflects our shared commitment to making a difference in our clients’ lives through a truly personalized experience. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.

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