Meet Tammy
Tammy is a Wealth Advisor based in Ann Arbor, Michigan. She joined Mercer Advisors in 2022 through the acquisition of Vintage Financial Services, LLC where she served as Sr. Financial Planner. She began her career in 1995 in public accounting, focusing on tax preparation and planning. Tammy is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Public Accountant. She earned a B.S. degree in accounting from Shepherd University. Tammy has been recognized as an InvestHERO for her participation in the Mercer Advisors InvestHERs initiative which has a mission to be the wealth management firm of choice for female investors.
Tammy’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Tammy has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Guiding clients through living in retirement with steady income and smart planning
Her working style
Tammy is known for her consideration and care when working with clients. Her collaborative and inquisitive nature allows her to build long-term relationships with clients that help provide reassurance.
Tammy in real life
What keeps you busy outside of work?
As an empty nester, I’ve pivoted from raising my two daughters to kayaking, skiing, and travelling.
What’s one thing you are surprisingly good at?
Supporting clients through major life transitions such as retirement, divorce, widowhood, and estate planning.
How do you give back?
I am involved with nonprofit organizations in Ann Arbor. I currently serve on the Board at Washtenaw Literacy and previously served on the board of Children’s Literacy Network. I also served as long-time volunteer coordinator for IHN Alpha House in Ann Arbor.
Tammy’s snapshots
Meet Tammy’s Teammates
Michael Van Boening
Sr. Manager, Financial Planning
What Tammy Says
Michael models complex financial planning scenarios to empower me to review and make strategic decisions with clients. I am glad to have Michael’s expertise to serve my clients and feel equipped to help clients reach their goals.
Debbie Krone
Wealth Advisor
What Tammy Says
Debbie works with me to support Women and Wealth and InvestHers initiatives. Her passion and expertise for working with women going through divorce makes a huge impact on every woman she helps.
Kara Sweet
Tax Manager
What Tammy Says
Kara and I collaborate to provide care and expertise for my tax clients. With Kara, I know that she will provide the best service possible and my clients are happy with the tax team.
What Tammy Says
Niki is always willing to help make sure the clients have a good experience. Her calm demeanor and expertise provide a steady support to our office and our clients. Whether she knows the answer or not, Niki will jump in and find the best answer for the client.
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