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Finance & Administrative Assistant
Tami Chaviano serves as the Finance & Administrative Assistant at Stonebridge Wealth Systems, where she brings decades of experience in financial operations, office management, and client service. After previously working full-time with Stonebridge Insurance and later supporting the firm in a part-time capacity, Tami has returned to Stonebridge in a full-time role as the company continues to grow.
Tami’s career began shortly after high school in the insurance industry in California, where she earned her Property & Casualty license. She also worked as an escrow officer for a title and escrow company, achieving her Certified Escrow Officer designation, before moving to Nebraska. Over the years, her professional journey has spanned multiple industries and roles, including serving as an office manager in the insurance and manufacturing industries and later as a branch lending assistant at Exchange Bank in Gibbon. Throughout these years, Tami also raised five children and now enjoys spending time with them and their families and spoiling her grandchildren whenever she can.
Throughout her career, Tami has developed a strong foundation in financial processes, including balancing, settlements, and month-end closings. Her diverse background and attention to detail make her a valuable asset to the Stonebridge team. She appreciates how each role along her journey has contributed to her skillset and is grateful to once again be part of Stonebridge full-time.
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Investment advisory services are offered through Stonebridge Wealth Systems, LLC (SWS or Stonebridge), an SEC Registered Investment Advisor. SEC registration does not constitute an endorsement of Stonebridge by the SEC, nor does it indicate that Stonebridge has attained a particular level of skill, training, or ability. Insurance products and services are not offered through SWS but are offered and sold through individually licensed and appointed agents.
Securities offered through World Equity Group, Inc., Member FINRA/SIPC. Investment advisory services offered through Stonebridge Wealth Systems, LLC, a SEC Investment Advisor. Stonebridge Wealth Systems, LLC and World Equity Group are separate entities and are not owned or controlled by World Equity Group, Inc.
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