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Tammy joined Vintage in 2019 as a senior financial planner. As a Certified Public Accountant (CPA) with over 25 years of tax experience, Tammy had the desire to provide retirement and financial planning services for her tax clients, which made the move to Vintage easy. She has since added the CERTIFIED FINANCIAL PLANNER (CFP®) designation. Tammy is a leader of the tax team and enjoys helping individuals and families define and meet their financial goals.
Tammy values high levels of service to allow personal connections with her clients. She brings her strong communication skills and optimistic outlook to her role.
Tammy serves on the board for Children’s Literacy Network and is a long-time volunteer coordinator for IHN Alpha House in Ann Arbor. When she is not serving her clients or studying, you can find Tammy on the ski slopes or kayaking on a quiet lake in the UP with her husband and two daughters.
Education, Licenses, Certifications, and Designations Held:
Schedule a complimentary meeting with Tammy.
Vintage Financial Services is a tradename. All services provided by Vintage Financial Services investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Vintage Financial Services.
Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. and is not involved with investment services. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies.
