As part of the wealth management team, Tammy handles a wide variety of tasks for servicing our clients’ needs. Our firm prides itself on offering best-in-class, personalized services and Tammy is a key contributor to that for our clients. She strives to strengthen relationships and consistently deliver an excellent client experience.
Tammy has experience in executive administration, project management, client servicing and compliance. Prior to joining our firm, she held a management position at one of the largest privately held outsourcing providers of call center management in North America. She had oversight of employees, client servicing, project initiatives, problem solving, and worked closely with C-Level Executives.
Primary Duties at TMD Wealth Management
TMD Wealth Management was acquired by Kovitz Investment Group Partners, LLC ("Kovitz"), a registered investment adviser with the SEC on July 1, 2024. TMD Wealth Management is now a division of Kovitz and its registered investment adviser. Materials created prior to this date were created by TMD Wealth Management and are accurate as of the time of publishing.