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QKA®, CPFA®, NQPA™, AIF®
Director, Plan Administration, Operations & Compliance
Tammie has 20+ years of experience in client service in the Retirement plan industry, providing proactive and seamless plan administration consultation. Overall exceptional client service and superior administrative support to our clients, allowing them to focus their time on growing their business, are a hallmark of Tammie’s work.
As a Qualified 401(k) Administrator, she has an extensive background in Compliance Testing, Plan Document Provisions, Rules and Regulations, and Government Reporting.
By far her best accomplishment is the raising of her now 17-year-old son. They both love sports, especially football. Every Friday night, Tammie can be found under those lights watching him accomplish his dreams of being a Division I athlete. Tammie also loves to volunteer for the local USO and Honor Flight as a way to honor all of those in her family who have served.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Twelve Points Wealth is engaged, or continues to be engaged, to provide investment advisory services.