HomeTeam MemberTammy Basham

Tammy Basham

Tammy joined Boulay in 2022, was named partner in 2025, and has over 20 years of experience in defined contribution plan administration and consulting with an emphasis on Employee Stock Ownership Plans (ESOPs). She provides plan analysis and consulting for a variety of qualified retirement plans, as well as complex issue resolution, compliance testing, and repurchase obligations. Tammy supports clients with the goal of making their plan successful and building long-term relationships. She leads the Retirement Plan Administration department and is involved with numerous initiatives, including review of year-end plan administration, allocations and compliance testing. Prior to joining Boulay, Tammy was a Director in the Benefit Plans group at a large national accounting firm.

INVOLVEMENT

  • American Society of Pension Professionals & Actuaries (ASPPA)
  • ESOP Association
  • National Center for Employee Ownership (NCEO)

EDUCATION

  • Ohio University, Athens Ohio – Bachelor of Technical and Applied Studies
  • Qualified 401(k) Administrator (QKA)

PERSONAL INTERESTS

  • Reading
  • Camping and traveling
  • Sewing

Subscribe to Our Newsletter

LOCATIONS

CONTACT

COMPANY

RESOURCES

Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Registered Representatives of Valmark Securities, Inc. are located at the Minneapolis/Eden Prairie office(s). See Valmark’s Form CRS.

Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. FINRA | SEC | SIPC | ©2021-2024 Boulay | All rights reserved.