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.