Tammy Holstein

In 2014 the factory I had worked for for over 26 years announced that it would be closing its facility indefinitely. With my primary skill being that of physical labor I knew I did not have a lot academically to offer employers. With a desire to gain an education or skill I knew it was time to make a change. Fast forward to 2022 I have worked in Real Estate, Business, Banking , Mortgage and to my most recent experience in Retirement and Investments, which brings my finance career altogether. My background offers personal experience. Having been raised by a single parent I learned at an early age what everyday struggles can do to a person and a family. My philosophy is that EVERYONE regardless of age or net worth deserves some level of a financial plan. Everyone deserves the opportunity to an education that will help them make smarter financial decisions , decisions that will help them provide for their families and help them reach their financial goals. I will pass along this same drive, commitment and understanding to my clients. My morals and genuine desire to do the right thing will always be my focus. I am friendly, out-going and driven. This would be a tremendous opportunity in the role as a Strategic Retirement Plan Advisor.