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Tammy Wener

Tammy 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.

Tammy Wener

Education:

Illinois State University, B.A. in Finance, 1992

DePaul University, M.B.A., 1996

CERTIFIED FINANCIAL PLANNER™ certification, 2005

Retirement Income Certified Professional Designation® (RICP®) from the American College of Financial Services, 2020

Affiliations and Volunteer Activities:

Director of Public Awareness, Financial Planning Association

Member, Greater North Shore Estate and Financial Planning Council

Board of Directors, Lexi Kazian Foundation – Helping from Heaven

Member, Exclusive Professional Women’s Networking Group

(847) 793-2484