Tammy LeJune

Tammy LeJune, AAMS™, FPQP®

Portfolio Manager

What sparked your interest in financial planning? What fuels you every day in your work?

Beginning a career in finance was a natural transition for me. I have always loved and excelled at math. I enjoy working with numbers and giving my family and friends advice on what to do with their money and where to invest it. In my previous career, I was a middle school math teacher. I loved working with kids and teaching them about money. After moving to NC, I wanted to try my hand in the financial world. Helping advisors/clients implement their investment strategies is a very rewarding career choice.

When you retire you’re going to…?

When I retire, I want to volunteer in my community, spend my days walking my dog, reading really great novels and perhaps even writing one, and I want to travel and learn about different cultures.

Where did you grow up? Where do you live now?

I grew up in a small rural community in upstate NY.  I spent most of my adult life in Texas and now am enjoying exploring/hiking the beautiful mountain communities in NC.

Our hearts go out to all those impacted by Hurricane Helene. At this time, our Asheville office is closed, and communication will be redirected to one of our other locations where someone can assist you.