Broker Check
Tammy Holmberg

Tammy Holmberg

Executive Assistant

Tammy has fit into our team perfectly from the day we met her. She’s been the exact fit we were looking for and we couldn’t be more excited to have her as your first point of contact for the business.

Tammy has an extensive background in customer service and client management. She helps our high energy fast-paced team stay a bit more even-keel and excels in problem solving. Tammy is an extremely dedicated and hardworking individual and will help you with anything you need, so please never hesitate to ask!

Tammy and her husband, Eric, were married in April 2018. They have five sons, one grandson and one granddaughter. Tammy is a sports lover whose favorite teams are the Green Bay Packers and Portland Trailblazers. When she is not at work, she enjoys reading, hiking, taking day trips to the beach and playing with her grandkids.

 

Tammy acts as a non-registered associated person of Waddell & Reed, Inc.  She is authorized to assist Advisors with Waddell & Reed with approved activities.  She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services.  These activities are the sole responsibility of the Advisors she supports.  In addition, she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.  07/20