Tammy Wakevainen, CPA

Senior Financial Planner

Tammy joined Vintage in 2019 as a senior financial planner. As a Certified Public Accountant (CPA) with over 25 years of tax experience, Tammy had the desire to provide retirement and financial planning services for her tax clients, which made the move to Vintage easy. Tammy is a leader of the tax team and enjoys helping individuals and families define and meet their financial goals.

Tammy values high levels of service to allow personal connections with her clients. She brings her strong communication skills and optimistic outlook to her role. She earned her degree in Accounting and with her CPA license is currently pursuing the accelerated path to become a CERTIFIED FINANCIAL PLANNERTM.

Tammy serves on the board for Children’s Literacy Network and is a long-time volunteer coordinator for IHN Alpha House in Ann Arbor. When she is not serving her clients or studying, you can find Tammy on the ski slopes or kayaking on a quiet lake in the UP with her husband and two daughters.

Education, Licenses, Certifications, and Designations Held:

  • Bachelor of Science in Accounting
    • Shepherd University
  • Certified Public Accountant (CPA)
  • Series 65 — FINRA

Schedule a complimentary meeting with Tammy

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