Tamela McCormick is an insurance and financial professional with Pathlight Advisers. With more than a decade of experience in financial services, she has a firm understanding of each of her clients’ goals, as well as the strategies we can use to help them pursue their greatest objectives. Throughout her career, she has always operated with a client-first mentality, knowing each person is unique and that they require different strategies based on their wants and needs.
Tamela McCormick
Insurance & Financial Professional
Those client relationships have quickly become friendships for Tamela. “I interact with each person I meet as if we’ve known each other for years,” she says. “I know money is so personal, which is why we create such a strong camaraderie. We also typically continue to work together over the course of the long-term.”
“The financial landscape is always changing, as are the goals of my clients, so I work to help them adjust and adapt to the circumstances they’re presented with.”
— Tamela McCormick
For Tamela, building that relationship is just the beginning. She believes her relationships should be all encompassing, generating a comprehensive plan that suits their needs and accounts for each aspect of their lives. She also relies on the experience she’s gathered working in the Medicare and health care fields. Oftentimes the two are linked, providing protection for a person’s most precious assets. Tamela believes with the right insurance products in place, her clients can shield themselves from the many risks of retirement, including longevity, health care, long-term care and more.
Tamela was born and raised in Panama City, Florida, and eventually went on to attend Gulf Coast Community College. She achieved her associate degree in business administration before continuing her studies at Florida Agricultural and Mechanical University, where she earned her degree in business economics.
In her free time, Tamela enjoys helping those in her community. She can often be found feeding the hungry, collecting donations and giving her time to local organizations that help those in need. Additionally, she is also the head of the financial committee at her church, providing personal and financial consultation to both members and the church itself. Tamela is coming up on her 30-year anniversary, both as a Georgia resident and in her marriage to her loving husband, Will. Together, the two have a set of boy-girl twins who they love spending time with. Tamela is also an avid reader and traveler, always with a mission to learn something new.
Is Retirement Within Reach?
Let’s find out what your path looks like! Sign up for our monthly newsletter to stay on top of all the latest trends transforming the financial industry and get actionable insights delivered straight to your inbox.
Our Clients
Navigation for Clients from All Backgrounds
While we have specialized experience working with select demographics, we are primarily driven by people just like ourselves: those with goals and dreams. We’re here to connect you to those goals and dreams with unique solutions that work to suit your individual needs. Your benefits and programs may also differ from others, which is why we aim to understand your background prior to acting, then we lay out exactly how we expect our custom approach to help you. Here are just some of the groups we serve at Pathlight Advisers.
”May the Light Always Shine Brightly on Your Path
— Native American Expression
Building Comprehensive Insurance Plans
Our services are geared toward you and your needs, and our independence gives us the freedom to find solutions that work on your behalf, not on behalf of major carriers. We also look for options that protect you against all the major risks of retirement or of owning a business. That can include longevity risk, market risk, sequence of returns risk, taxes, long-term care and more. Using your unique circumstances, we assess your needs and address them in a way that we believe matches your goals and gives you confidence in your future.
