Hi, I'm Tammy!
With nearly 3 decades of experience in wealth management, financial planning, and tax strategies, I’m dedicated to helping high-net-worth individuals, business owners, and families build and protect multigenerational wealth. As the founder of a successful family office, my focus is on delivering personalized financial advice tailored to the unique needs of affluent clients. From tax planning to investment strategies, my expertise is rooted in providing comprehensive, strategic guidance to help you navigate your financial journey.
Growing up in a family that faced significant financial hardship, including my parents' bankruptcy, ignited my passion for finance. I saw firsthand the challenges that come with financial insecurity, and that experience fueled my determination to master wealth creation and preservation.
My own journey to becoming a one percenter was driven by hardship, resilience, and a commitment to help others avoid common financial mistakes.
My Approach to Independence
As a Certified Financial Planner (CFP®), Certified Tax Coach (CTC), and Certified Exit Planning Advisor (CExP™), I combine technical expertise with personal insights to empower my clients to make informed, confident decisions. I am particularly passionate about leveraging the family office model, traditionally reserved for the ultra-wealthy, to make wealth-building more accessible. I have guided numerous clients through the complexities of financial management, helping them grow their assets and safeguard their financial futures.
In my book, Wisdom to be Wealthy: Accelerate to the Top 1% and Create Generational Wealth using the Family Office Blueprint, I share the principles and philosophies that have helped me and my clients achieve financial independence.Â
Through this framework, I aim to break down the barriers to wealth creation, offering practical tools and insights that anyone can use to improve their financial future.
Let me help you build the financial future you deserve. Whether you're looking to grow your wealth, preserve you assets, or plan for the next generation, IÂ guide you every step of the way.
Work With MeReady to Elevate Your Financial Future?
Choose The Process That's Right For You:Â
Book
Pre-order "Wisdom to be Wealthy" and uncover strategies used by successful individuals to grow and preserve wealth. This guide offers actionable steps to help you create a financial plan that supports your long-term goals and aspirations, so you can confidently move forward.
Online Course
Join my Wisdom to be Wealthy course to learn the key building blocks for wealth creation and financial independence. Through clear, practical lessons, you’ll gain the strategies and tools to better manage your money, protect your assets, and secure your financial future.
Group Coaching
Receive personalized financial guidance tailored to your unique goals. Together, we’ll create a plan that helps you grow your wealth, protect your assets, and secure long-term financial stability. With ongoing support, you'll gain the clarity and confidence to take bold steps toward your financial future.
Free Resource
Create Financial Goals Aligned with Your Core Values for Clarity and Direction
This worksheet helps you define financial goals that align with your core values, providing a clear path to guide your decisions and actions.
