Tammy Tasch, Series 7 and 66
In Tammy's role, it is her responsibility to see to it that we deliver extraordinary service. She creates synergy between the staff, operational elements, technology, and compliance. Tammy oversees the ongoing infrastructure and functionality of the firm so that our clients’ needs are met. After attending college, Tammy garnered over 25 years of experience from A.G. Edwards and Sons, Inc., UBS Financial Services, Inc., and Masso Torrence Wealth Management, where she specialized in client services, investment processing, operations, and compliance. Tammy holds Series 7 and 66 securities licenses.