About TAM Financial

Who We Are

Michael L. Marvin, CFP®
President

Michael has been helping individuals and small businesses realize their financial objectives for more than a decade. His path to financial services has given him uncommon insights into the economic and political drivers that dictate market shifts, as well as a personal knowledge in business planning.

Michael began his working life on Capitol Hill, working for several members of Congress. He served as the chief of staff to the late Congressman Silvio Conte of Massachusetts, and as legislative director for the late Congressman Frank Horton of New York. Michael also served on the staff of former Congressman Don Bonker of Washington State. He has testified before numerous committees in the U.S. Senate and U.S. House of Representatives, been the featured guest on C-SPAN and the Dianne Rehm Show, appeared on Moneyline with Lou Dobbs and the NewsHour with Jim Lehrer, and been quoted extensively in The New York Times, The Wall Street Journal and The Washington Post. For five years, Michael served as a member of the Department of Commerce's Environmental Technologies Trade Committee, a federal advisory committee that advises the Secretary of Commerce on U.S. trade policy, and he served as president of The Business Council for Sustainable Energy (BCSE) for nearly a decade.

Today, Michael is an active member of the National Association of Financial Advisors (NAPFA) and the Financial Planning Association (FPA). Michael holds a bachelor’s degree from the University of Washington and a master’s degree from Johns Hopkins University. A graduate of the Financial Planning Program at Georgetown University, Michael earned a Certified Financial Planning® (CFP®) designation in 2004.

Michael and his wife Anne Uchitel Marvin live in Annapolis. Their twin sons, Alex and Trevor, play high-school football, basketball and lacrosse for the Severn School, participate in a national club debate team, and play a mean guitar—all of which keep their parents extremely busy. Michael has served as vice president of the Annapolis Triathlon Club and is proud to have completed his first Ironman at age 50.


Lauran Jack, CPA
Tax Advisor

Lauran is a Certified Public Accountant (CPA) and holds an MBA from George Washington University. She has served as a staff accountant at Beers and Cutler in Washington, DC, and at Patton and Associates in Alexandria, VA. Currently a staff accountant at Sarecky and Brooks, PC, Lauran serves as the tax advisor at TAM Financial Advisors, LLC.

Lauran supports our tax efficiency and mitigation services, working with our wealth management clients to review investments for tax-efficiencies across individual portfolios in an attempt to harvest capital gains and losses in taxable accounts. She also works with clients to maximize tax savings and identify investments that are more likely to generate qualified dividends and long-term capital gains which are better suited to taxable accounts, and investments more likely to generate nonqualified dividends, interest or short-term capital gains better suited for tax-deferred accounts.  Lauran works with Michael on issues related to tax harvesting and to minimize overall tax liabilities associated with clients' investment portfolios.


Ellen Tateyama, MBA
Office Manager

Ellen is the newest member of our team, and we are delighted to welcome her to the TAM Financial family.  Ellen earned her MBA from Pepperdine University and served in a variety of technical writing and management positions on the west coast before heading east. Ellen has been local to the Annapolis area for almost twenty years, and raised her two sons here while working  as an analyst in the trademark protection and education fields. Ellen provides technical and logistical support to both Michael and our clients, and is our first line of defense in coordinating and resolving bureaucratic complexities. Ellen is in charge of compliance and systemization issues for TAM Financial, and supports Michael in other areas related to managing the office and client interface.  Ellen lives close to the office in Arnold, Maryland with her husband, and enjoys yoga, hiking, reading and healthy cooking.

 

Contact Details

TAM Financial Advisors, LLC
1441 Pleasant Lake Road
Annapolis, MD 21409
Phone: 410-349-4484
Fax: 410-349-4480
Website: www.tamfinancial.net
Email: info@tamfinancial.net

Disclosures

All information contained herein is for informational purposes only and does not constitute a solicitation or offer to provide financial advice or investment advisory services. Such an offer can only be made in the states of Maryland, Virginia and DC where we are registered as an investment advisor. Read more >

Account Access

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