As a Wealth Manager, Tammy’s role is to work directly with clients to develop a comprehensive financial strategy that meets the needs of families and business owners. Her 23 years of experience are invaluable in helping to navigate efficiently though major life changing events such as retirement, divorce, death, or business sales and transitions. Her skills can be directly impactful in helping clients find ways to reduce their income taxes, preserve and grow personal wealth, and maximize the transition of assets to future generations.
Prior to joining Creative Planning, Tammy served as the Director of Financial Planning at a growing wealth management firm where she built and managed the Financial Planning Department while also advising their most affluent clients on complex retirement, tax and estate solutions.
Tammy earned her Masters of Business Administration in Finance at Arizona State University and shortly thereafter earned her CERTIFIED FINANCIAL PLANNERTM certification.
Tammy is married and lives with her husband Ryan. In addition to spending time with family and friends, she enjoys skiing, practicing hot yoga and drinking green juice.