The Playbook

Your financial life doesn't take a break. That's why we plan for every season.

Most families I meet have three or four separate financial relationships. A tax preparer they see once a year. Someone is managing their investments. Maybe a planner. An attorney's number in a drawer somewhere. None of them talk to each other, and the family ends up coordinating.

I built TAMMA around a different idea. One advisor who knows your whole picture, working a defined calendar all year long. I file your taxes, which means your tax strategy and financial plan are built by the same person, using the same numbers.