About
For more than 30 years, Tammy has served the needs of individuals and families seeking comprehensive financial plans and strategies and personalized asset management strategies. Tammy joined Wealth Enhancement Group in 2023 through the Legacy Financial Planning acquisition. Legacy Financial Planning was founded by Tammy along with her partner, Brian Bedford, while at MetLife. She is experienced in all areas of financial planning, including: retirement, income distribution, estate, investment and special needs estate planning. She is a member of the Financial Planning Association, National Association of Insurance and Financial Advisors and Million Dollar Roundtable. Tammy enjoys spending time with her family and traveling.
Education
- BS - Finance, Alfred University
- BA - Political Science, Alfred University
Articles by topic
Blog
Retirement planning is full of unique challenges and opportunities, especially for women. Women live longer lives than men, which can bring the risk of outliving their retirement savings. When you also consider career interruptions from having children and wage disparities, the "typical" retirement savings strategies become more complicated. Although the potential difficulties may be formidable, there are time-tested ways to surmount them.
Newsroom
Tammy Mogilski, Senior Vice President and Financial Advisor at Wealth Enhancement, has been recognized in the 2025 “Top 50 Women Leaders in Finance” ranking by Women We Admire.
