Tammy delights in assisting clients and finding solutions for their needs. Underlying her work is a strong moral code. “Alignment of values is so important in your workplace. The team at Great Diamond Partners always strives to do the right thing for our clients and each other,” says Tammy.
- Joining Great Diamond Partners in 2024, Tammy works in an administrative role directly supporting clients with account openings, changes, transactions, and other needs, helping to build client trust and confidence. In addition to her client service role, Tammy supports the firm with compliance regulations and reporting requirements.
- During her tenure at Stericycle’s medical call center division, Tammy developed strong technical expertise while honing her communication and management skills. Her extensive customer service background, alongside her experience in implementing innovative solutions to complex issues, translates well into the wealth management industry.
- Prior to joining the team at Great Diamond Partners, Tammy gained experience in the independent wealth management sector at another Portland-based local registered investment advisor.
Tammy has a deep connection to Maine, where she spent most of her youth. She has traveled overseas and lived in other cities, but she was glad to return “home” and raise her son. Giving back to the communities in Maine holds personal value.
- She has participated in the Dempsey Challenge several times. “I’m passionate about their work and hope to take a more active role in fundraising and outreach,” says Tammy.
