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

Bob Cohen

Principal

Michael Abrams

Vice President/Marketing

Meghan Olsonoski

Director of Planning & Case Design

Krista M. Jacobson

Director of Operations

Tzvi Kupfer

Legacy Planner

Barbara Scharf

Director of Client Service

Taylor Fiegel

Client Relationship Manager

Diana Nielson

Administrative Assistant

Amy Borgstrom

Executive Assistant

Cheryl Hester

Marketing Communications Manager

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