Tammy provides administrative and operational support for River City Wealth Management. Among other things, she runs reports, schedules appointments, acts as a liaison with Charles Schwab, and handles service requests. In short, Tammy ensures a smooth experience for the clients and advisors at our firm.
Tammy has the professionalism, superb organization, and meticulous attention to detail that enable her to excel as a team player. Whether working directly with a client or assisting the advisors, it is evident that the client is always her top priority. Her goal is to make things easy for both the clients and River City Wealth Management advisors.
Tammy started in the financial services industry in 2013. She joined River City Wealth Management with six years of dedicated client service and industry experience in July of 2019. Tammy has earned the Financial Paraplanner (FPQP) professional designation during her time in the financial industry. The required education and industry experience have allowed her to obtain specialized skills to effectively support the advisors and, more importantly, River City Wealth Management clients.
Tammy is married with three adult children, two grandchildren, and two dogs. She enjoys spending time with her family (especially the grandchildren), being outdoors, listening to music and podcasts, and reading non-fiction books.