Tammy Perkins

About Tammy Perkins

Too many people worry about outliving their savings in retirement and want to know, how much is enough? Many are seeking more purpose in their career or life, but don\'t know if they can afford to make a change. Others are lacking an organized set of strategies, perhaps due to lack of time or focus, or due to opposing views between spouses. That\'s why I love working with mid-career couples to understand what purpose you are working towards, what you value, and provide tailored strategies to help you steward your resources and reach your goals. I want to help people focus on a life well-lived and share timeless wisdom to help give you financial contentment, confidence in decision-making, and eternal perspective. Together, we assess your current situation and understand the goals you have for the future. I analyze to see if you are on track to meet your goals, help you balance competing priorities, create personalized strategies just for you and then partner with you to help ensure you stay on track to achieve those goals. I have expanded my knowledge base by achieving the Accredited Asset Management Specialist™ designation through the College for Financial Planning® as well as the Certified Kingdom Advisor® designation. The CKA® training program provides instruction according to the Kingdom Advisors\' philosophy on how to weave a biblical perspective into financial discussions for individuals interested in doing so. I joined Edward Jones in April 2019, and built my practice in Portsmouth, NH because I wanted to serve the Seacoast area in a meaningful way. My husband, Scott, and I are committed to this community, having lived in Greenland for 30 years. We have two adult sons, Ryan (living in Hillsdale, MI) and Travis (studying Civil Engineering at UNH.) We are involved in our church, Portsmouth High School Hockey, boating and fishing out of Rye Harbor, and we enjoy hosting cookouts and pond hockey. I welcome the opportunity to get to know you, your purpose and your For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Financial Advisor Financial Strategies Retirement Insurance Estate Considerations

   Edward Jones

   Sep 2019 — Present · Portsmouth, NH, US

   I joined Edward Jones in April 2019, starting my practice in the Seacoast of New Hampshire, because I wanted to serve my local community in a more personal and meaningful way. My husband, Scott, and I are committed to this community, having lived in Greenland for 28 years after attending UNH and local high schools.Edward Jones is a firm that is a partnership with an entrepreneurial spirit, which allows me to put the needs of my clients first and to make a difference in people\'s lives. I want to help people focus on a life well-lived – with purpose – and share timeless wisdom to help give them financial contentment, confidence in decision-making, and eternal perspective. Together, we put the goals and strategies in place to help them to do so.As a financial advisor with Edward Jones, I enjoy getting to know my clients. I want to understand what\'s important to you; what you value most. We assess your current situation and understand the goals you have for the future. I analyze to see if you are on track to meet your goals, help you balance competing priorities, create personalized strategies just for you and then partner with you to help ensure you stay on track to achieve those goals.My ideal clients are those who want to carefully and thoughtfully work toward financial goals in the short, mid- and long-term. They are looking for advice in managing their money and are committed to making choices in how they do so that will allow them to fund their long-term goals. No two scenarios are the same, and neither are the approaches for achieving those goals.Outside of work, Scott and I are devoted to our two sons, Ryan, a recent graduate of Hillsdale College, and Travis, who is attending Concordia University Wisconsin. We are involved in our church and youth sports and enjoy hosting pond hockey and cookouts.I welcome the opportunity to get to know you, your purpose and your priorities.Tammy P••••••••@edwardjones.com(60••••••90

Education

• University of New Hampshire

  Bachelor of Science

Skills

• Professional Services
• Selling
• Sales
• Sales Operations
• New Business Development
• Application Performance Management
• Sales Process
• Databases
• Salesforce.com
• Sales Management
• Enterprise Software
• Networking
• Crm
• Virtualization
• Account Management
• Cloud Computing
• Management
• Customer Satisfaction
• Solution Selling
• Saas
• User Experience