Tammy has been a licensed investment professional in the securities industry for over 30 years. For the past 10 years she worked as Vice President of Investments and Senior Financial Advisor with Mitsubishi Unified Financial Group. While she was there, she provided investment and financial advice to clients throughout all of California in addition to clients in other states seeking her services. Tammy has also held senior positions with Dean Witter Reynolds, Great Western Financial Services, Liberty Financial and Oppenheimer Mutual Fund Distributors.
Tammy takes a holistic approach with her clients keeping in mind the various factors that can influence an investors needs and wellbeing. She has expertise in retirement planning, 401k rollovers, tax advantaged investments and assisting bereaved family members with stock transfers and estate settlements.
To fully care for her clients, she is a Registered Investment Advisor and holds her general securities licenses, California State Life, Health and Variable Annuity Insurance Licenses.
Tammy has a strong sense of family and community. When not hosting family game night you can find her out boogie boarding along the California coast line.