- Retirement Research Center
Tamy Allen joined DCIIA as an Executive Assistant in November of 2017, providing administrative support to the team. She previously worked in the investment field at Comerica Bank & Trust and J.P. Morgan. She has owned her own business working as a personal assistant to high net worth individuals in the Palm Beaches. Tamy received her Bachelor’s degree in Finance from Palm Beach Atlantic University, graduated from the Florida Trust School program, and held her Series 7 and 66 FINRA licenses. Tamy lives in Jupiter, Florida, with her husband and two daughters and enjoys traveling, reading, and volunteering.