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Hello!

 

As a passionate financial guide (and self-proclaimed finance nerd), I enthusiastically help others master their money. Think of me as your financial savviness ambassador, offering approachable, collaborative, and mentorship-style guidance. I focus on core concepts and avoid trends that seem too good to be true. I enjoy working with clients who value sound judgment and resilience.

 

Before transitioning to financial planning, I spent over 20 years specializing in financial programs for corporate executives and ultra-high-net-worth individuals. In the demanding corporate world, I developed and managed executive compensation and benefits programs at large publicly-traded companies. After years immersed in the technical aspects of getting everyone paid well, I shifted my focus to what truly matters: the habits and decisions people make with their money, which have far greater impact on financial happiness than the size of their paycheck. Oh, and strategic tax planning too!

 

Let's embark on a journey together to learn, grow, and love your financial situation.

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​Regards, 

Tammy