Tammy Wener

As co-founder of RW Financial Planning, Tammy oversees the financial planning process for all clients and manages the day-to-day operations of the firm. She truly enjoys getting to know her clients and is not shy about asking questions. Tammy has 15+ years of experience in the financial planning and estate planning fields and has worked with a broad range of clients including: couples simultaneously planning for financial independence, caring for their parents, and saving for college; newly widowed and divorced women looking to become more financially literate; young couples just starting out; families juggling the demands of a child with special needs; and financially independent individuals and couples exploring “what comes next.”

Education:

Illinois State University, B.A. in Finance

DePaul University, M.B.A.

CERTIFIED FINANCIAL PLANNER™ certification

Affiliations and Volunteer Activities:

Director of Public Awareness, Financial Planning Association

Volunteer Tax Preparer, Center for Economic Progress

Member, Greater North Shore Estate and Financial Planning Council

Board of Directors, Lexi Kazian Foundation – Helping from Heaven

In the News:

November 6, 2017 – Tammy and Terrell Brown of ABC 7 Chicago talk proposed tax reform.

October 14, 2017 – Tammy kicks off Chicago Financial Planning Day at the Harold Washington Library.

September 8, 2017 – Tammy’s article, “Employee Stock Ownership Plans – What You Need to Know” is published in Retirement Weekly.

August 17, 2017 – Tammy is quoted in CNN Money article, “Should I invest my emergency savings in the stock market?”

July 26, 2017 – Tammy is quoted in CNBC article, “How to cut your spending and feel good about it”

April 13, 2017 – Tammy is featured in an Adviser Perspectives video on how to retire successfully.

October 7, 2016 – Tammy’s article, “It is Time to Review Your Life Insurance Coverage!” is published in Retirement Weekly.

October 5, 2016 – Tammy and Terrell Brown of ABC 7 Chicago discuss retirement planning.

May 13, 2016 – Tammy’s article, “Before Scheduling that Retirement Party…” is published in Retirement Weekly.

April 20, 2016 – Tammy talks with Terry Savage on April 20, 2016, about the Department of Labor Fiduciary Rule at the Money Smart Week® event held at the Harold Washington Library.

April 17, 2016 – Tammy talks taxes with Alan Krashesky of ABC News Chicago.

April 4, 2016 – Tammy serves as one of 40 female mentors for the Chicago Business Journal’s bizwomen Mentoring Monday Event, one of 43 events held all over the country involving approximately 8,600 female mentees and 1,700 mentors.

January 1, 2016 – Tammy is quoted in Retirement Weekly about reviewing your cash flow.

Outside the office…

My favorite places to travel: Anywhere in Colorado and Italy

When not working, I enjoy: Reading, learning, traveling, volunteering, CrossFit, and spending time with family and friends

Books I recently read: Thinking Fast and Slow, The Teenage Brian:  A Neuroscientist’s Survival Guide to Raising Adolescents and Young Adults,  The Nest, The Black Swan: The Impact of the Highly Improbable

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