Tammy Dannewitz is a client management consultant based in Overland Park, KS.

As a senior client management consultant, Tammy partners closely with individual advisors to support client relationships and ensure a high standard of service delivery. She helps coordinate advisor and client needs, contributing to efficient communication, smooth processes, and a consistent client experience.

Tammy began her career in financial services at State Street (formerly IFTC) as a mutual fund accountant before transitioning to the investment advisory side with Kornitzer Capital Management and TrendStar Advisors. She later joined CAPTRUST through Meritage Portfolio Management.

Tammy earned her Bachelor of Science in business and accounting from the University of Kansas.

Outside of work, Tammy enjoys traveling with her family and reading historical biographies.