Tammy T. Billadeau, CFP<sup>®</sup>, CDFA<sup>®</sup>, AAMS<sup>®

Tammy T. Billadeau, CFP®, CDFA®, AAMS®

Director of Financial Planning

Tammy Billadeau joined Vertex Planning Partners in 2019 with over 10 years of experience in the financial services industry. She specializes in comprehensive financial planning and assists the advisors with their high net worth individuals, families, and independent women, including those anticipating or undergoing a transitional life event (retirement, inheritance, loss of a loved one, divorce.) As the Director of Financial Planning at Vertex, Tammy becomes familiar with specific personal and financial goals of the clients of Vertex and provides the advisors customized financial plans and strategies to help realize those 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®), and holds the following securities registrations: Series 7 & 63 (held with LPL Financial) and 65 (held with HighPoint Advisor Group), and Life & Health Insurance license. She and her husband reside in Wheaton, IL.