MEET TAMMY

Thanks for checking out my site.

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I am an enthusiastic financial planner with passion for helping others with personal finance. Consider me a financial savviness ally.  I offer a collaborative, mentorship-style approach to financial guidance, and holistically weave together all of the elements of personal finances.

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As a CERTIFIED FINANCIAL PLANNER™, I am a credentialed financial professional with extensive knowledge of financial topics and techniques.  Over 20 years of my career has involved specializing in financial programs for executives and ultra high net worth individuals in different capacities and environments. Many of these years were spent in the glorious trenches of Corporate America, focused on the development, execution and administration of executive compensation and benefits programs at large public companies. 

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After spending so much time absorbed in the topic of compensation, I’ve adjusted focus to a more impactful viewpoint:  when it comes to financial security, habits and mindset have a greater impact than the level of income someone earns. This reality inspired me to shift energy into creating something special.

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I believe in faithfully focusing on core, fundamental concepts, and not getting bogged down with trends and new ideas that seem too-good-to-be-true.  Fully embracing the pursuit of clarifying values and intentionality, I want to walk the path with you to help you to learn, grow, and love your financial situation.

 

​Please reach out.  I look forward to hearing from you.

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Regards,

Tammy