Tammy enjoys getting to know each of our clients and learning about their lives, their families and their aspirations. She always makes sure they know they are valued, understood, listened to – and that they can rely on her as a trusted wealth management resource, helping them manage their investments and pursue their goals. You’ll also find her helping clients find information on important matters such as healthcare, retirement planning and tax planning.
She is a Certified Financial Planner™ professional who has completed the rigorous and comprehensive CFP program, which covers financial planning, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance.
In addition to designing and updating financial plans, Tammy is dedicated to overseeing our disciplined portfolio review process, as well as organizing the numerous investment seminars and educational workshops we hold each year and nurturing the special relationships we have with our clients.
Her thoroughness and attention to detail stem from her accounting background. Before moving into financial planning, Tammy began her career in public accounting as a Certified Public Accountant.
Tammy joined her husband, Mike, at Prudential Securities in 1997 and they transitioned to UBS Financial Services together in 2000. They joined Raymond James in 2020, when they realized that the firm’s philosophy merged well with their own by being client-centric and planning-focused. She holds Series 7, 63 and 65 securities licenses and is a graduate of the University of North Carolina at Chapel Hill.
As busy as Tammy is, she can always find time to give back to the community. She aids in the efforts of various local food pantries and is happy to donate supplies to the Scouts, backpack drives and other worthy causes. She has also volunteered with the Susan G. Komen Race for the Cure and served as a neonatal ICU cuddler and pediatrics volunteer at Mercy Hospital.
Tammy is originally from Winston-Salem, North Carolina, and lives in Kirkwood with her husband, Mike. They have a son, Adam (who works with them), and two grandchildren, Michael and Cece. In her free time, Tammy enjoys reading, quilting, cooking, gardening and spending time with family and friends.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner®, 
Raymond James is not affiliated with the above organizations.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
