For Tammy, helping clients with lifetime planning isnt a job, its a way of life. And it shows in the way she puts people at ease when explaining the complicated realms of income tax and estate tax.
Prior to joining our firm in 1999, Tammy practiced in Santa Barbara for 15 years. During that time she held positions as a partner in a firm that she co-founded and subsequently worked as a senior tax manager for the area's largest public accounting firm.
Like her fellow partner, Verva, Tammy was the recipient of the Elijah Sells Scholarship Award for outstanding performance on the CPA exams. Although she is much too modest to tell you, this achievement put her in the top 100 in the country.
Her years of expertise in Estate & Trust planning and her high degree of technical ability is superseded only by her congenial Midwestern manner (Shes a native of North Dakota). Its no wonder so many clients rely on Tammy for advice and counsel, not just as an accountant, but also as a friend.
"I'm always looking forward to being better at what I do. I'm excited to be contributing to our clients, our firm and what the future offers all of us."
Wow. It's easy to see why we are so delighted that Tammy not only joined our firm, but became a partner as well.
And so are her clients.