My professional credentials include Series 63/7/66 securities registrations, Registered Representative and Advisory Services. I also hold insurance licenses for Life and Long-Term Care.
Milwaukee has been my home for the greater part of my life. I have many ties to the Greater Milwaukee area through family, friends, and activities. I am an active member in several activities locally such as bowling, bell choir, and volunteering through my church including preparing and serving free community meals, working with children’s programs, helping to facilitate worship services, and outreach in various forms. I am honored to have been appointed by Governor Evers to his Governor’s Task Force on Retirement Security. A Task Force created to address a shortfall in retirement savings.
My reach extends to “up north” where I have family in Ladysmith and a cottage near Shawano. When I have downtime, I enjoy relaxing through gardening, playing with Freckles and Riley (my rescue Cocker Spaniels), and going to my cottage for boating, fishing, and campfires. Whether you’re looking to stay local to raise a family, retire “up north” at a lake, or any stage in between, allow me to guide you to financial stability through every stage of life.
As an assistant at Gebhardt Financial, my role involves helping with daily operations.
I received my Bachelor’s degree in History from Transylvania University in Lexington, Kentucky. During my time there, I was fortunate to grow my passion for history through studying abroad for a semester at St. Andrews University in Scotland. My summertime hobby is being part of reenactments of WWII and Scottish Highlands. Although Wisconsin will always be home, I enjoy traveling as much as possible to visit family and friends or to experience new places.
In addition to history, I have a passion for community involvement. Through my church, I volunteer with Hunger Task Force and am a long-time member of the handbell choir. I have been a co-leader of the same Girl Scout troop of a dozen girls from Daisies to Juniors.
I am excited to be part of a company that strives to establish financial security for our clients.
Tammy’s professional credentials include Series 6/7/63/65 securities registrations, Registered Representative and Advisory Services. Tammy also holds insurance licenses for Life, Health and Long-Term Care.
Tammy has extensive corporate industry experience in auditing, business valuations, business development and healthcare operations for the past 25 years. Tammy has served on two different Board of Directors and has published two award winning books. Her education entails earning four college degrees which include: a Master’s of Arts in Health Services Administration and a Master’s of Accountancy. She graduated from the University of Michigan and the University of Wisconsin. Tammy is also an engaging and informative international keynote speaker including a TEDx talk in Dallas, TX as well as the honorary chair at a global conference in Rome, Italy.
I was born and raised in West Allis where I graduated from West Allis Central High School. Joining the United States Army gave me many opportunities to experience various jobs, meet a wide variety of people, and travel overseas to multiple countries. Throughout my seven years of military service (6 in the US Army and 1 in the WI Army National Guard), my military occupation was a Medical Laboratory Specialist, however, I worked primarily outside of the hospital in a Support Battalion as a paratrooper in the 82nd Airborne Division. Additionally, I have previous experience in the insurance industry that serves well as a base of knowledge in my new role.
I am excited to use my insurance industry knowledge along with my extensive military experiences to be an integral part of this team as we strive to create your best financial life.