
Tammy Friend,
FPQP™, WMSTM
Wealth Management Specialist
Tammy has worked with Richard since 1996 in all aspects of client services and brings over 25 years of experience in the financial services industry. She is the office manager in charge of handling business processing, case preparation and analysis, and serves clients as needed. Tammy has earned the following professional designations designed for support staff: Wealth Management Specialist (WMS) from Kaplan Financial, which teaches the fundamentals of wealth accumulation and money management for high-net-worth individuals, and Financial Paraplanner Qualified Professional™, FPQP™ designation from the College for Financial Planning, which teaches the fundamentals of financial planning and its process.
She holds the Series 7, 63 and 65, as well as life, health and variable annuity insurance licenses. Tammy lives in Sarasota and has four children, Amy, Lindsey, Julie and Will, and 6 granddaughters.