Tammy (Yowell) DeFelice, MBA, CFP®, CDFA®

 

Tammy DeFelice is the second-generation owner of Kelly & Company Wealth Partners LLC, a comprehensive financial investment firm located in Tolland, CT. As a financial planner, Tammy specializes in working with clients that are focused on creating multi-generational wealth for their families. This is achieved through a combination of financial consulting and/or asset management, depending on the needs of each individual client.

A typical client for Tammy is either someone that is mid-career and focused on simultaneously providing for their families while saving for their own retirement, or someone that is approaching or entering their retirement years and looking to ensure they can retire with An Abundance of Confidence.

Tammy is a CERTIFIED FINANCIAL PLANNER ^®, a CERTIFIED DIVORCE FINANCIAL Analyst ^®, and holds an MBA from Loyola College. She is an registered representative of Cetera Wealth Services, LLC (member FINRA/SIPC), and she holds the FINRA series 6, 63, 7, and 66 securities registrations.  Tammy is active as a member of the BETA National Study Group, the Buckland Hills BNI group, Blessed Sacrament Parish in Rockville, CT, and enjoys spending time with her husband, T.J., and their blended family of six.