Tammy brings over 28 years of trusted advisory experience to our clients. She earned her degree in business administration with a concentration in accounting as an honors graduate from the University of North Florida. Throughout her career, Tammy has resided in Lake City, fostering deep roots in the community. Since becoming a Certified Public Accountant in 1999, Tammy has continually expanded her expertise, earning recognition as a Personal Financial Specialist. She holds a range of securities licenses, including Series 7, 9, 10, 31, and 63, and is licensed as a Life, Health, and Annuity agent. Tammy is committed to providing each client with comprehensive and personalized planning services, with a focus on estate planning and wealth management. Actively engaged in her community, she is a dedicated member of Altrusa International, Inc. of Lake City and Haven Women of Philanthropy – Lake City. Outside of her professional endeavors, Tammy finds joy in spending time with her husband, Sam, their three sons, and six grandchildren. They share a passion for gardening, motorcycling, river life and creating cherished memories with their grandchildren.
*CPA services are not a service of Raymond James