As a Certified Financial Planner™ practitioner, Tammy designs customized and comprehensive financial plans to prepare each client for the major events in their lives. Her areas of expertise extend beyond financial planning to include investment planning, tax strategies and estate planning.
Tammy wants each client to know there is a solid financial plan in place to allow them to live their lives with confidence. She has the ability to explain even the most complex financial matters in a simple, straightforward manner, so clients always have a clear understanding going forward.
Before joining Crescent Wealth Partners (formally New Day Solutions, Tammy was a Financial Advisor and Paraplanner at Ameriprise Financial since 2005. She earned a MBA with a concentration in Finance from Southern New Hampshire University.