Your IWP Team

Perspective. Discipline. Stewardship.

Tammy Brittain

Client Concierge
Experience: 36 years

Tammy brings thirty-six years of experience in the banking software and financial services industries to Insight Wealth Partners. Her vast skills and client service expertise enables her to assist advisors in preparing for meetings, aiding clients with technology and other general issues, and proficiently interfacing with third party vendors. Tammy has a strong ability to multi-task, and in addition to her support of advisors, she is also able to support and backup many of the other staff members in daily tasks. Tammy’s diverse expertise and meticulous attention to detail is a vital component to IWP’s wealth management service systems, and she is of great importance to our team.

Tammy attends the Riding High Cowboy Church. She enjoys volunteering at Apple Tree Court Assisted Living Center and the Children’s Advocacy Center of Collin County. Tammy also volunteers with organizations such as the Jerry Lewis MDA Telethon to benefit Muscular Dystrophy, Amyotrophic Lateral Sclerosis and many other neuromuscular diseases as well as the American Diabetes Association.

Tammy has been married to Steve for 37 years, has two children and four grandchildren. She enjoys spending time with her family, reading, movies and traveling.

Insight Wealth Partners, LLC., Retirement Planning Service, Plano, TX