Tammy Wener

Tammy WenerTammy assists our clients with complicated estate and trust administrations.

Applying her business and financial planning experience and innate listening skills, she enjoys navigating challenging intra-family relationships and helping widows and widowers transition from feeling overwhelmed and uncertain financially to feeling confident and under control financially. She is also a member of our firm’s management committee.

Outside of the practice, Tammy serves on the Board of the Lexi Kazian Foundation, a local not-for-profit organization dedicated to improving the comfort and quality of life for children with special needs. She enjoys cooking, reading, and CrossFit and lives in Vernon Hills with her husband, Brian, and children, Tyler and Lindsey.

Tammy joined our firm in 2007.

Education:

Illinois State University, B.A. in Finance, 1992
DePaul University, M.B.A., 1996

CERTIFIED FINANCIAL PLANNER™ certification, 2005

Affiliations:

Greater North Shore Estate and Financial Planning Council

Financial Planning Association

(847) 793-2484