Tandem Wealth Advisors

Kamrey Boyer is a financial advisor at Tandem Wealth Advisors in Belgrade, MT, holding a Series 65 credential. Boyer began working with Tandem Wealth Advisors in 2026 and has prior experience at Valley Credit Union and the Commonwealth of Pennsylvania, as well as roles in education at PennWest University Edinboro, Westminster College, and local schools. Tandem Wealth Advisors serves individuals, families, trusts, retirement plans, charitable organizations, and corporations through discretionary separate accounts and model management on third-party platforms. The firm combines macroeconomic analysis with fundamental research to build balanced, risk-managed portfolios focused on long-term growth and downside protection, while also acting as a sub-advisor for pooled investment vehicles and wrap fee programs.

Robert Cohen is a financial advisor at Tandem Wealth Advisors in Phoenix, AZ, holding a Series 65 designation with seven years of industry experience. He has been with Tandem Wealth Advisors since 2018, including a brief sabbatical in 2021, and previously worked at Lotuswei LLC from 2013 to 2018. Tandem Wealth Advisors serves individuals, families, trusts, retirement plans, charitable organizations, and corporations through discretionary separate accounts and model management for third-party platforms. The firm combines top-down macroeconomic analysis with bottom-up fundamental research to create balanced, risk-managed portfolios focused on long-term capital growth and downside protection.

Amy Bush is a CFA® charterholder with six years of industry experience. She has been with Tandem Wealth Advisors since 2019 and previously worked at Victory Capital Management from 2015 to 2018. Tandem Wealth Advisors serves individuals, families, trusts, retirement plans, charitable organizations, and corporations through discretionary separate accounts and model management for third-party platforms. The firm combines top-down macroeconomic analysis with bottom-up fundamental research to construct balanced, risk-managed portfolios focused on long-term capital growth and downside protection.

Colin Denker is a financial advisor at Tandem Wealth Advisors with 10 years of industry experience. He holds a Series 65 designation and has been with Tandem Wealth Advisors since 2014. Tandem Wealth Advisors serves individuals, families, trusts, retirement plans, charitable organizations, and corporations through discretionary separate accounts and model management for third-party platforms. The firm combines macroeconomic analysis with fundamental and relative valuation research to build balanced, risk-managed portfolios focused on long-term capital growth and downside protection.

Chester Schaal is a CFP® and holds a Series 66 license, with 17 years of experience in the financial industry. He has been with Tandem Wealth Advisors since 2011. Tandem Wealth Advisors serves individuals, families, trusts, retirement plans, charitable organizations, and corporations through discretionary separate accounts and model management for third-party platforms. The firm combines top-down macroeconomic analysis with bottom-up fundamental research to build balanced, risk-managed portfolios focused on long-term capital growth and downside protection.

Jane Murphy is a financial advisor at Tandem Wealth Advisors in Dallas, TX, holding Series 63 and Series 65 licenses with three years of industry experience. She previously worked at Acceleration Retirement LLC for ten years and continues to have a 50% ownership interest in that firm, focusing on lead generation and consulting. Tandem Wealth Advisors serves individuals, families, trusts, retirement plans, charitable organizations, and corporations through discretionary separate accounts and model management for third-party platforms. The firm combines macroeconomic analysis with fundamental research to construct balanced, risk-managed portfolios emphasizing long-term capital growth and downside protection.

Meghan Mulligan is a financial advisor at Tandem Wealth Advisors with one year of industry experience. She holds a Series 65 designation and has worked at Tandem Wealth Advisors since 2011, as well as MGM Accounting PLLC from 2007 to 2024. Tandem Wealth Advisors serves individuals, families, trusts, retirement plans, charitable organizations, and corporations through discretionary separate accounts and model management for third-party platforms. The firm combines top-down macroeconomic analysis with bottom-up fundamental research to construct balanced, risk-managed portfolios focused on long-term growth and downside protection.