Tamara (Tammy) MacDonald , as an investment advisor of United Planners Financial Services, views herself as a financial designer who integrates individualized solutions with creative investment choices for her clients. She encourages education and client involvement with the financial process. Born in New Orleans, Louisiana ,( her dad was an Army Private First Class), and grew up in Menomonee Falls, WI. She started her financial career as a bank teller in high school. After receiving her business degree from Marquette University, she worked in different customer service areas within the bank. She earned her Series 7 working at an “old school” brokerage office; Frederick and Company. Excited to apply her knowledge of the investment markets, she accepted a financial advisor position with Firstar Bank (now USBank). In 1995 she became a CERTIFIED FINANCIAL PLANNER PROFESSIONAL ™ and left the bank to develop an investment services program for a credit union. Reflecting on her experience and desire to work independently for clients; she collaborated with Shawn MacDonald to create Skye Financial Services, Inc. to focus on helping clients reach their financial goals. Their professional diversity provides clients an analytical approach to accomplish their unique goals.
Tammy has a Series 6, 7, and 24 license and insurance licenses.
Tammy and Shawn are married and live in Oconomowoc, Wisconsin. Tammy enjoys traveling anywhere with her husband and her favorite destinations are Sanibel Island and Scotland. She stays grounded (no puns intended) by pruning and planting in her perennial gardens or spending time doing just about anything with their amazing kids and grandchildren. .
Fun Fact: Her favorite book series is “The Outlander” by Diana Gabaldon. Favorite movie: Braveheart
Contact Tammy to start the conversation