Friday, May 03, 2013

New Appointment Strengthens, Enhances Your Wade Financial Group Team

Tammy Davis Cownie: Outstanding Wealth Advocate, Estate Planner

Wade Financial Group is proud to announce a strong new addition to our team: estate planning lawyer Tammy Davis Cownie. This expansion of our talent base reinforces our commitment to you, our clients, as well as to providing our hallmark “You First” client service.

Tammy joins us as a Wealth Advocate, with exemplary credentials in creating and defending client wealth. Her previous experience includes:
    Estate Planning Lawyer Tammy Davis Cownie
  • Building and preserving client assets during her 19 years as a Vice President and Personal Trust Relationship Manager at the Private Client Reserve of U.S. Bank.
  • Intensive estate-planning expertise, with experience as an estate tax attorney for the Internal Revenue Service.
  • Significant income tax planning experience.
  • Licensed to practice law in Minnesota and Wisconsin since 1988, with a law degree from Marquette University.
Tammy’s hiring was the result of an intensive, months-long vetting process. Our requirements for the position were that the individual possess extensive estate-planning experience and exceptional advisory skills, as well as fit seamlessly with our foundational “You First” values. Also of critical importance was the ability to make a long-term, full-time commitment to serving our clients. Tammy emerged as a perfect match.

“In making my decision to join the Wade Financial Group team, I was looking to join a culture of creativity and integrity, with a founder strongly committed to attention to detail and excellence. Having been in my previous position 19 years, I was looking for a firm where I can become a principal and make a long-term commitment,” Tammy says.

About Tammy, Wade Financial Group founder Jerry Wade says, “I was impressed with what Tammy has done to move forward in her career. The fact that she sought and achieved a master’s degree in Clinical Psychology and a Mediation certification is extremely impressive. Tammy chose to enhance her financial advisory skill set with additional communications skills that can greatly enhance the client satisfaction experience. While we are already one of the most exceptional estate planning firms in the Twin Cities, having an on-staff estate lawyer will take our service to the next level.”

Attracting the level of talent that Tammy brings is a strong affirmation of our firm, and of the vibrant, client-centric culture here at Wade Financial Group. 

As always, thank you for choosing us as your steadfast protector of wealth. We look forward to continuing to provide you with the rock-solid wealth management advice required to navigate today’s financial markets.

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