Tammy L. White

Financial Planner & Tax Preparer

As a tax preparer and financial planner, Tammy works with both Wambolt & Associates and Valentine Seevers & Associates, PC clients on tax planning, preparation and everything in between. Tammy values the relationships she builds with clients and fosters these relationships on trust and honesty.

Tammy started her career as the Owner of a Construction Company. She served both commercial and residential clients during the start of the ‘fix and flip’ boom. During that chapter of her life, she found a great value in ‘meaning what you say and saying what you mean’. The words of individuals are only as strong as the actions behind it.

Her desire for a new career changed at the same time the economy did. Tammy was working on her accounting degree while working for JPMorgan Chase. Her passion centered on the conversation and implementation of saving, investing, discipline with money management and the benefits of tax planning. Each day presented her with intense and diverse challenges, which only made her stronger.

Tammy’s journey is still unfolding, as she continues her education. She is finishing up her Masters in Tax and has her eye set on finishing strong as a CPA and Certified Financial Planner. Every day, she finds a new opportunity and surrounds herself with great principled individuals which enhances her knowledge and wisdom.

Most important, Tammy is always committed to the role of being a wife and mother to her boys. She and her husband are Colorado natives and are raising their family in the Green Mountain community. Her greatest joy comes from the years of being a strong and resilient wife with the compassion and tenderness of being a mom.

Education:
Metropolitan State University, Denver, CO / Business Degree in Construction Management
Metropolitan State University, Denver, CO / Bachelor of Science, Accounting
Metropolitan State University, Denver, CO / Working towards Master’s Degree in Taxation

Professional Certification(s):
Series 6
Series 7
Series 65
Financial Planning Certificate – Registered Rep GFJ
Insurance License #401150

Professional and Civic Involvement:
PTA – Secretary / Treasurer – Dennison Elementary (2016 – 2017)
Life Group Leader – Red Rocks Church
Small Group Leader – Christian College University (2016)
Second Wind – Suicide Prevention Speaker