Operations Specialist

Casper, WY | Scottsdale, AZ

Tisha Stevens, RP®

For Tisha Stevens, taking care of the firm’s clients means remembering who takes their coffee black when they come in for a meeting, making sure client requests are completed on time, and sending a card on a couple’s anniversary.

But it also means working hard behind the scenes, for every client, so they can enjoy the peace of mind that comes with the promise of true wealth management. Tisha gets to become a part of her client’s successes, and that’s what she loves most about her job.

As operations specialist, Tisha oversees the office’s administrative and clerical tasks, ensuring that all operations run smoothly and that Buckingham Strategic Wealth delivers an unparalleled client experience. She also assists advisors with scheduling, organizing meetings and any other needs clients may have.

Tisha served as an office manager for Asset Strategies Inc. until the firm joined Buckingham in 2015. She holds the Registered ParaplannerSM professional designation through the College for Financial Planning.

Outside of work, Tisha spent several years as a volunteer with the Wyoming Coalition Against Domestic Violence and Sexual Assault’s abuse hotline, and is involved with the Casper Children’s Chorale. A Wyoming native, Tisha and her husband, Scott, have four children. She enjoys camping, fishing, the outdoors and rock hunting with her family. Tisha is also a freelance artist, and one of her larger projects was painting the murals in the Wyoming Dinosaur Center.

Contact Tisha

Let's look at the big picture, together.