Experience

The foundation of my career was built during my years as a public school teacher which gave me the skills I now use to effectively communicate complex and sometimes frustrating financial concepts. I began my financial services career in 1987 specializing in commercial lending, private banking and trust services for Fleet Bank. I joined the  regional advisory firm of Tucker Anthony in 1995, obtained my CERTIFIED FINANCIAL PLANNER™ certification in 2003 and then joined UBS in 2007. In 2013 I earned the designation of  Retirement Income Certified Professional (RICP®) from The American College.  I thrive on my work as a planner and feel privileged to be the guardian, manager and cultivator of personal wealth for many wonderful clients.  I strive to contribute time and resources to my community through my volunteer work for many vital cultural and social service organizations.  I divide my time between homes in Maine and Florida, enjoying the outdoor and community activities I so enjoy in both locations. 

My career in the financial services industry began in 1995.  More than a decade later I joined UBS Financial Services Inc.  My early years focused on the complexities of equity compensation and benefits offered by employers.  Through this experience I developed my passion for helping people determine the best financial strategies for their personal situation. 

Having a Bachelor of Science degree in Education from the University of Maine and obtaining my CFP® certification have provided me with the skills and training necessary to help engage my clients at every level and stage of their financial progress.  I believe a comprehensive and flexible financial plan is essential and requires a commitment to hard work and consistent communication. I am dedicated to helping my clients realize their dreams.  By frequently attending financial planning conferences, seminars and education workshops I bring the most current ideas and strategies to my work as a financial advisor.

I am happily married to my high school sweetheart, Scott and enjoy spending time with our young daughter, Samantha and our Black Labrador Retriever, Ranger.  I am involved in several local non profit organizations that support the education of children, a creative culture and a thriving economic region.  In my spare time I enjoy reading, traveling and staying physically fit. 

CA Insurance License #0D89459

Tammy joined UBS in Bangor, Maine in 2010 before moving to the Portland, Maine branch in 2014. She is responsible for managing the operational and administrative functions for our team with a focus on client service.  She was a 2014 recipient of the Pursuit of Excellence Support Award at UBS.  She holds her Series 7, 66 and Insurance Licenses.  In her spare time, Tammy enjoys reading, cooking, camping and spending time with her son Parker.