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Tammy Yowell, MBA, CFP® 

Tammy Yowell, MBA, CFP®

 

CERTIFIED FINANCIAL PLANNERâ„¢

Tammy K. Yowell is the second-generation owner of Kelly & Yowell Financial, a comprehensive financial planning firm located in Tolland, CT. As a financial planner, Tammy specializes in working with clients that are focused on creating multi-generational wealth for their families. This is achieved through a combination of financial consulting and/or asset management, depending on the needs of each individual client.

A typical client for Tammy is someone that is mid-career and focused on simultaneously providing for their families while saving for their own retirement, or someone that is approaching or entering their retirement years and looking to ensure they make strategic financial decisions for their Golden Years.

Tammy is a CERTIFIED FINANCIAL PLANNER, holds an MBA, and is an investment advisor representative of Cetera Advisor Networks LLC (member FINRA/SIPC).  She holds the FINRA series 6, 63, 7, and 66 securities registrations.  Tammy is active as a member of the BETA National Study Group and enjoys traveling and spending time with her family, especially with her sons, John and Grant.