Experience and Education
Tammy began working with high-net-worth clients and their families in the wealth management industry almost 20 years ago. Her experience is primarily in client relationship and business development but she also has substantial credit and financial analysis experience in private banking.
Tammy has Bachelor’s in economics from University of California-Santa Cruz.
Tammy is an avid scuba diver and enjoys everything related to the water. She also loves to play tennis, do yoga and hike outdoors with her dog. Additionally, Tammy is dedicated to helping teach girls about financial literacy and helping to motivate women to reach their personal and financial goals.