Tammie L. Bernard, Retirement Plan, Institutional Support Specialist at JFS Wealth Advisors

As a Retirement Plan, Institutional Support Specialist, Tammie is responsible for coordinating and providing retirement plan administration support for Business and Institutional clients. In her role, she addresses client questions and requests, and assists with plan conversions.

Prior to JFS, Tammie worked at the American Heart Association and Rien Construction.

When she’s not working, Tammie loves spending as much time as possible with her husband, daughters, and many grandchildren. Her family includes her 2 pet Boxers, who she describes as her “shadows.” She also enjoys reading, trips to the beach, and treating herself to retail therapy.

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Business Retirement Plans

Jessica Grimes, Retirement Plan, Institutional Support Specialist at JFS Wealth Advisors

Jessica Grimes

Jessica Grimes is a Retirement Plan, Institutional Support Specialist for JFS Wealth Advisors, based out of our Hermitage office.

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