Associate Wealth Advisor
In July of 2014 Tammy joined Intentional Wealth Advisors as the firm’s Associate Wealth Advisor. Tammy works closely with Brian to develop, deliver, and service investment and financial planning for our clients. They collaborate, too, in the research, development, and maintenance of Intentional Wealth’s investment models. Additionally, Tammy oversees day-to-day account maintenance, our client communication efforts, and office management and operations. Looking out for our clients and helping them make decisions that are in their best interest is her top priority.
- Securities licenses; 65, 63, 6 and 7.
- Life and Variable Contracts, licensed in Michigan
- Bachelor of Business Administration from Davenport University 1998
“I always tell my children to be a blessing to everyone they meet, and I live by the same advice. I am passionate about encouraging young people to save early on so they can live comfortably in retirement, whatever their retirement vision is. I am grateful to be a part of the IWA team!”
Born and raised in Traverse City, Tammy and her husband feel blessed to be able to raise their children in this community. Her family enjoys boating, cooking and laughing together. When she is not at work, you might find Tammy cheering on her son at a basketball game or watching her daughter at dance class. She also enjoys playing the piano, singing, and volunteering in the community.