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 has a BBA in Finance from the University of Wisconsin – Oshkosh. She also holds a Certified Trust and Financial Advisor (CTFA) designation and is a graduate of the ABA Graduate Trust School program. Prior to Legacy, Tammy was a Trust Associate with JP Morgan in Neenah, Wisconsin, and her career covers more than 18 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. When she isn’t at work, Tammy is a karate- baseball-soccer mom and number one fan of her 8-year-old son’s r/c model race cars. 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. For over 25 years, she has enjoyed attending live concerts featuring her favorite bands, and will travel to large city arenas or brave muddy fields outside of a Wisconsin casino to hear them. 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.