As a Trust Administrative Officer, Tammy Ross’ primary role is in client relationships and trust administration, largely servicing the needs of clients in our Lakeshore region. She holds a BBA in Finance from the University of Wisconsin–Oshkosh and an MBA from Lakeland University. She also holds a Certified Trust and Fiduciary Advisor (CTFA) designation, a Certified Retirement Plan Professional (CRPP) designation, and is a graduate of the ABA Graduate Trust School program, and an Honor Graduate of the Cannon Financial Institute’s Retirement Plan Services program.
Prior to Legacy, Tammy was a Trust Associate with JP Morgan in Neenah, Wisconsin. Her career covers more than 23 years of experience in servicing the needs of clients and performing the many duties that trust administration entails.
Tammy and her husband are life-long residents of Neenah and together they have one son. As a passionate music enthusiast, if you asked Tammy to share her playlist, you’d find a wide variety stretching from old school rock ‘n roll to former boy bands. She enjoys attending live concerts featuring her favorite bands, and regardless where her activities take her, she’s got just the right purse for the occasion.
Tammy’s gentle, empathetic nature and pleasant demeanor leave her clients knowing that their needs are most important to her. She’s very organized to make sure details are attended to so her clients are assured that Legacy is the right choice for their financial solutions.