Dean is like a family, and I felt welcomed and embraced immediately. They care about the team as much as they care about their clients. I love helping individuals & families reach their goals and that is what Dean is all about.
Client Service Associate
Tammy supports the firm’s wealth management team by assisting with an array of client service needs. In her role as Client Service Associate, her duties run the gamut of helping onboard new clients, opening new accounts, facilitating account transactions as well as all other service-related requests and questions that clients may have.
Prior to joining Dean, Tammy has spent over 27 years within the Mortgage Lending industry. Specifically with Union Savings Bank, Fifth Third Bank, and Sibcy Cline. She has also served institutional and retail clients at Fidelity Investments where she held her Series 7 and 63 licenses. Her nearly 30 years of industry experience in multiple environments brings a wealth of knowledge to Dean clients.
Tammy is a graduate of Wright State University where she earned her B.A. in Finance. When she is not providing exceptional customer service to Dean’s clients, Tammy enjoys baking delicious dishes, reading and immersing herself within true crime mystery, and spending time with her family.
Dean is like a family, and I felt welcomed and embraced immediately. They care about the team as much as they care about their clients. I love helping individuals & families reach their goals and that is what Dean is all about.