Tamara Acree (CFP®)

Tamara Acree focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Tami enjoys assisting clients in all stages of life achieve their goals and become financially independent. She is most fulfilled when using her expertise to clarify the financial questions of others by helping them create a long-term plan. She has been working with individuals and families at HSC Wealth Advisors since 2012. She obtained her CERTIFIED FINANCIAL PLANNER™ designation in 2015 after fulfilling the necessary educational and professional requirements. Prior to joining HSC, Tami completed her undergraduate degree at Liberty University where she specialized in Accounting and Finance and competed on LU’s Track and Field team as a polevaulter.

Additional Information

Tami and her husband Caleb live in Forest with their two pets. In and out of the office, Tami enjoys serving her Lord Jesus. Her activities outside of the office include spending time with her large family, participating in all things active (volleyball, running, waterskiing), reading, and cheering on the Redskins to the occasional victory.

NAPFA Start Date

June 30, 2015

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This Office

1563 Crossings Center Dr Ste 100 Forest, VA 24551-4887 Phone: (434) 316-9356 Fax: (434) 316-9357