Director of Financial Planning
Tammy Billadeau joined Vertex Planning Partners in 2019 with over 14 years of experience in the financial services industry. She specializes in comprehensive financial planning for high-net-worth individuals. Tammy works closely with advisors and their clients to help create customized financial plans, and builds solutions and strategies to help individuals realize their personal and financial goals.
Tammy has a Bachelor of Arts Degree in Business/Economics from the University of California, Santa Barbara. In addition, she is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Certified Divorce Financial Analyst (CDFA®), Accredited Asset Management Specialist (AAMS®). As a LPL Registered Associate she holds the following securities registrations: Series 7 & 63 (held with LPL Financial) and 65 (held with Vertex Planning Partners, LLC), and Life & Health Insurance license. She and her husband reside in Naperville, IL.