After studying economics and graduating from George Mason University, Tammy worked in the field of accounting and business management for many years. As an entrepreneur herself, she fully understands the unique challenges that business owners face. This first-hand knowledge and experience are put to perfect use working with Amy and her team as they help clients to build prudent retirement, investment, and business owner plans.
As a capable paraplanner, Tammy plays an integral role in providing strategic client solutions and managing the entire case design process. Tammy focuses on data verification, research, and financial organization. She creates and compiles financial reports that are both comprehensive and easy to understand. The team uses numerous resources and programs, such as Financial Profiles, eMoney, Morningstar reporting, Health Care reports and various other tools to help plan for contingencies. This goal is to provide enough information so that clients can make appropriate and prudent decisions about their financial future.