Tammy Prim joined the SAGE team in 2021 as a Client Services Associate. She brings two decades of experience and an extensive knowledge of wealth management and financial planning/advisory products and services, including Investment (Individual, Joint, Trust), Retirement (Corporate and Individual 401(k), Traditional and Roth IRA), and Life Insurance.
Tammy has built a reputation for going above and beyond for clients, as well as exceeding business support requirements for financial planners, partners, support staff and broker-dealers. She has built strong relationships with multilevel contacts within brokers, clearing houses, vendors, and suppliers to meet client and firm needs.
Tammy enjoys learning about financial planning and as a result immersed herself in being a full time CSA after closing her embroidery business. She was born and raised in IL and has lived in Lombard for 19 years. Tammy has two adult sons, Irec and Kenny, and became a grandmother for the first time this summer. She also has 2 grand dogs, Leroy, and Lester. Tammy is an avid gardener and calls her garden her happy place. The SAGE team has been delighted to be the recipient of some of Tammy’s vegetable garden surplus. Tammy also enjoys cooking, sewing, crocheting, and spending time with family.