Tammy Weston ’94 had a vision for creating her own firm someday, but it wasn’t until shortly after her father passed away that she decided to go for it.
“My dad came to me in a dream shortly after he had passed away, giving me the encouraging words I needed to pursue my dream,” she said.
Her dream: owning a wealth management firm to specifically help women.
“My business partner and I manage wealth for about 75 households, and growing. We have dedicated a significant portion of our practice to working with women who are on their own (widows and divorcees). We help our clients address their five greatest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken, and charitable giving.”
Tammy enjoys helping women.
“Having had personal experience with loss and divorce, I felt I understood women’s needs and understood some of the fears that women face when they find themselves suddenly on their own. Helping a woman gain confidence about her financial future is exceptionally rewarding.”
Tammy learned hard work from an early age – picking potatoes each annual harvest and from being born to entrepreneurial parents.
“My parents are two of the hardest working people I have ever known. They were fantastic role models for hard work, commitment, being kind to people, and going above and beyond to help people.”
Tammy grew up in Frenchville, Maine, which is a very small town in Northern Maine that borders Canada. French was the first language she learned to speak.
A first-generation student and a child of supportive parents, Tammy moved to Waterville to study marketing management at Thomas College.
“I knew from about mid-way through my high school career that I wanted to attend a business school. Having come from a small town in Northern Maine, I was really looking for a smaller college that offered a warm and friendly community without sacrificing the quality of education. Thomas College offered exactly what I was looking for.”
After Thomas College, Tammy was hired into a management training program for a regional bank. This led to a position as a private banker/relationship manager for wealthy families.
“This position also gave me tremendous opportunity for furthering my education with securities licensing and credentials – including my Certified Financial Planner designation,” she said.
Tammy was then recruited to join a team at a national wirehouse as a director of financial planning where she earned her Master of Science degree in personal financial planning. Shortly after, she opened up her own firm.
She is glad to have begun her career journey at Thomas College.
Tammy has this advice for Thomas students: “Have a vision, work hard, be kind to people, never stop learning, and seek work-life balance.”