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

Million Dollar Round Table™(MDRT) is a global, independent association of insurance professionals, who demonstrate professional knowledge, strict ethical conduct, and outstanding client service.  MDRT members must annually complete an application, submit certifying letters, and pay dues.  Belonging to MDRT is not indicative of the financial advisor’s future performance, should not be construed as an endorsement, and is no guarantee as to the future investment success.

Kenneth Chaim Fink

President & CEO

Bob Cohen

Philanthropic Advisor (Agent)

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


Max Ackerman

Associate Advisor

Diana Nielson

Administrative Assistant

“Tamar Fink is changing the face of philanthropy.” -Don Shelby, Washburn Center for Children’s $25 million Capital Campaign Chair & former WCCO TV Anchor

“I’ve been working in philanthropy for nearly 30 years. I know my business. I have never seen this type of creativity.” -Michael Geis, Fundraising Executive at Eddie Thompson & Associates

“Tamar Fink truly understands philanthropy and how to complete, not just propose, gifts.” - Joel Mandel, Executive Director – Sholom Foundation

“I am acutely aware that it was the creativity and experience of your team that brought this incredibly generous gift to light and to a successful conclusion.” - Mort Naiman, Minneapolis Jewish Federation

“When you drive past a construction site where a new wing is being built, it most likely has been funded through a gift created and completed by Tamar Fink.” -Scott Nelson, Estate Planning Attorney at Hellmuth & Johnson PLLC

“Tamar Fink’s “gift multiplier” concepts have great appeal to our donors who are seeking to make the maximum impact on our college, on our faculty and on our students. Thank you, Tamar Fink!” -Paul Pribbenow, Augsburg College President

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