About
For more than 30 years, Tammy has served the needs of individuals and families seeking comprehensive financial plans and strategies and personalized asset management strategies. Tammy joined Wealth Enhancement Group in 2023 through the Legacy Financial Planning acquisition. Legacy Financial Planning was founded by Tammy along with her partner, Brian Bedford, while at MetLife. She is experienced in all areas of financial planning, including: retirement, income distribution, estate, investment and special needs estate planning. She is a member of the Financial Planning Association, National Association of Insurance and Financial Advisors and Million Dollar Roundtable. Tammy enjoys spending time with her family and traveling.
Education
- BS - Finance, Alfred University
- BA - Political Science, Alfred University
Awards
- Forbes Best-In-State Wealth Advisors - #122 in Florida – South (High Net Worth)¹
- Forbes Top Women Best-In-State Wealth Advisors - #19 – Florida²
Awarded 4/8/25 for the one-year period of 6/30/23-6/30/24.
Awarded 2/11/25 for the time period of 9/30/23 to 9/30/24.
