Tammy founded Family Financial with the belief that clients deserve better.  She currently serves as the firm’s Chief Executive Officer and Senior Financial Advisor.

Tammy considers herself a relentless financial advocate for her clients. For more than 27 years, she has made it a mission to serve clients to the best of her ability.  She primarily practices as a Certified Financial Planner (CFP) to help successful business owners with tax, investment, and estate planning strategies.  She is a Certified Tax Planner (CTP) and a Certified Exit Planner (CExP), both instrumental for clients selling their business. Earlier in her career she served as a Trust and Estate Advisor for a major bank in Beverly Hills. Over the years she has supported individuals, families and entrepreneurs in helping them to achieve and exceed their financial goals. Tammy earned both her Bachelors degree and MBA from Arizona State University. 

Tammy lives in Los Angeles with her husband Ryan and her son Jack.  They live at the beach. Tammy enjoys running, practicing yoga, and making Sunday dinners for friends and family. Tammy volunteers as a Sunday school teacher and coaches little league.

As a Certified Public Accountant, Joshua assists with tax planning for both individuals and businesses with a focus on tax mitigation for high-net-worth individuals, business owners and exit planning. While many tax professionals are reactive, Joshua believes in proactive planning and contemporaneous communication to assist clients during a tax year rather than waiting until it is too late in the following year when the tax returns are due. Joshua also holds a Series 65 designation.

Joshua has been assisting clients in the areas of tax planning and compliance for over a decade. He has substantial experience with high-net-worth individuals and exit planning for business owners. His previous experience primarily consists of a large regional public accounting firm, where he started as an intern and climbed the ranks to senior management. Josh is a member of the American Institute of Certified Public Accountants and is a licensed Certified Public Accountant in the state of California.

Joshua enjoys learning, whether that be new technical skills, philosophy, or foreign languages. He likes to spend time with friends and family in the south bay and enjoys exercise and weight training. 

Mary began her career in financial services in Southern Connecticut, where she grew up. She holds a Bachelor of Science degree from Clemson University. Over the course of her 25-year career, she has held various roles in sales, marketing, and management, accumulating significant experience in leading teams and overseeing operational functions.

As Director of Operations, Mary focuses on driving operational efficiency, ensuring compliance, and fostering growth to deliver an exceptional customer experience.

Mary now resides in Freeport, Maine, with her four children. In her free time, she enjoys skiing, kayaking in Casco Bay, practicing Pilates, and cheering on her children at their various sporting events.

Bill began his career in Cleveland, OH, where he grew up. He holds a Bachelor of Arts in Economics from the University of Chicago and a Master of Science in Data Science from Regis University. Bill has over 10 years of experience in financial planning, portfolio management, portfolio analysis, consulting, and financial advice.

As a financial planner, Bill helps clients see the big picture. By practicing empathy, understanding and analysis, Bill enables clients to achieve their goals by building independent wealth.

Bill currently lives in Austin, Texas with his wife, Nathalie, dog, Rey (after Daisy Ridley's character in Star Wars) and they are soon to be joined by their first child in November! In his free time, Bill enjoys running, yoga, cooking and learning French as he tries to work his way into the good graces of his in-laws.