Tammy is an extremely qualified and seasoned Virtual Administrative Assistant at LPL Financial. With over 15 years’ experience in client focused financial environment, Tammy effectively and efficiently assists in client servicing, among other essential duties, which include managing account questions, updating administrative parameters, providing account balances, performing distribution and contribution transactions, and carrying out documentation follow ups.
Tammy’s experience along with her commitment to excellence, attention to detail, organization, and ability to manage multiple projects makes her a pivotal asset to both our clients and Brookshire Wealth Management.
Prior to joining LPL, she served as a Senior Registered Client Associate with RBC Wealth Management where she worked closely with four successful financial advisors providing excellent customer service for their clients.
Tammy holds FINRA Series 7 & 63 Securities Licenses held with LPL Financial.
Tammy was born and raised in Wisconsin and loves the Green Bay Packers. She moved to the Carolina’s in 2001 with her husband, Travis and three rescue dogs, Willis, Riley, and Cindy Lou. Tammy loves camping and giving back within the community. She enjoys volunteering on weekends at the York County Animal Shelter, where she trains new volunteers and works with potential adopters looking for their next furry family member.