About Us

Tamar Fink balances the feel of a boutique, family firm with the far-reaching business experience of a larger firm.

Since 1986, we’ve developed a firm suited to our clients – people of high net worth. We’ve staffed insurance brokers, underwriters and family wealth counselors. We ensure our own accountability through a customer service team. We uphold relationships with a worldwide network of the best carriers, investors, and established charitable organizations.

By caring and asking the right questions, we work closely with clients and their chosen advisors to gain a personalized understanding of their desires.

TAMAR FINK IS A PARTNER, MEMBER AND CONTRIBUTOR TO LEADING INDUSTRY ORGANIZATIONS INCLUDING:

  • Association for Advanced Life Underwriting
  • Million Dollar Round Table – Lifetime Member
  • Top of the Table
  • The International Forum
  • National Association of Insurance and Financial Advisors
  • Planned Giving Counsel
  • Minnesota Life Underwritters

Kenneth Chaim Fink

President & CEO

Michael Abrams

Vice President/Marketing

Tzvi Kupfer

Legacy Planner

Krista Jacobson

Director of Operations

Meghan Olsonoski

Director of Planning & Case Design

Brian Banick

Chief Operating Officer

Mindy Giles

Director of Underwriting

Max Ackerman

Associate Advisor

Diana Nielson

Administrative Assistant

  • CONTACT US TODAY, SCHEDULE A REVIEW AT NO COST
  • CALL 612-922-3113