PROFESSIONAL // Tammy graduated from the University of Toledo with a BS in Human Resource Management and Communications. She has worked in several areas of Finance and has concentrated in wealth management for the past 10 years.
PASSION // Service. As a Director of Account Services, Tammy performs Customer service to both new and existing clients as well as Advisors. She assists with several custodians’ paperwork, documentation requirements, processing financial requests, systematic withdrawals and deposits as well as other account services. Tammy is dedicated to providing exceptional service to ensure that all expectations are met and exceeded.
PERSONAL // Tammy and her husband Eric, are members of Saint John XXIII Catholic Community. They have 2 daughters, Kyleigh and Kenley and enjoy spending time with friends and family.