Years of experience: 22

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Tammy's Career Path
Retirement Plan SpecialistJan. 2026 -
Present
Inherent strategic planningRetirement Plan Specialist
Menasha, Wisconsin, United StatesI help individuals, families, and business owners protect what matters most while building a strong financial future. Through a consultative and education-focused approach, I specialize in designing customized strategies that align with each client’s goals, risk tolerance, and long-term vision. Areas of Focus: β€’ Life Insurance (Term, Whole Life, Indexed Universal Life) β€’ Health Insurance Solu...
Insurance SpecialistSep. 2025 -
Present
Symmetry Financial GroupInsurance Specialist
United StatesAs a dedicated Insurance Specialist, I specialize in helping clients secure their financial future through tailored life insurance solutions. With a passion for providing comprehensive support, I also assist clients with referrals for auto and home insurance, ensuring well-rounded protection for all their needs. Additionally, I offer expertise in home security systems, helping clients safegua...
EducatorApr. 2024 -
Mar. 2025
TammypaiddailyEducator
United StatesNo more living paycheck to paycheck. Passive income 24/7 working 2 hours a day. Educating others to do the same.

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