Tammy has been a trusted advisor for our clients for over 25 years. She is an Honors graduate of the University of North Florida with a degree in Business Administration in Accounting, and has lived in Lake City most of her life. She has been a Certified Public Accountant since 1999 and is a Personal Financial Specialist. Tammy holds Series 7, 9, 10, 31 and 65 securities licenses, and is a licensed Life, Health and Annuity agent. Tammy provides comprehensive personalized planning for each client and specializes in estate planning and wealth management. She is an active member of Altrusa International, Inc. of Lake City and serves as Program Coordinator for Altrusa International District Three. Tammy serves on the board of directors for The Foundation for Florida Gateway College and serves on their Finance and Audit Committee. Tammy and her husband, Sam, have three sons and six grandchildren, and they enjoy gardening, motorcycling and activities with the grandchildren.
*CPA services are not a service of Raymond James.