Wheeling Branch

  • Tammy J. Poppe, CLTC, AWMA®

    Accredited Wealth Management Advisor

    Financial Advisor

Tammy began her investment career in 1992, and has been educating and advising clients on all aspects of financial planning and wealth creating for over 20 years.

She completed the Wealth Management Certification Program through the Wharton School of Business in Philadelphia, Pennsylvania, and earned the designation of Accredited Wealth Management Advisor, AWMA® from the College for Financial Planning. She has also earned the credential of Certified Long-Term Care Planning Specialist, CLTC, recognized by The American College, NAIFA, and the Corporation for Long-Term Care.

Tammy is a lifelong resident of the Ohio Valley and is an active member of the St. Clairsville Rotary Club. She also currently serves as a board member for the Crittenton Services in Wheeling, WV.