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Tammy M. Maxwell, Client Services

Tammy Maxwell has been with Legacy Investment Partners LLC since 2006. She has more than 10 years of experience in financial client services. Prior to joining Legacy, she worked for Reserve Mortgage Corporation and Business Men's Assurance (BMA). Ms. Maxwell directly assists Legacy's financial advisors by preparing periodic portfolio review reports, managing books and records, handling incoming and outgoing wires, helping advisors in preparing for client review meetings, and following up with any client services as needed.