Tammy Mogilski - Senior Vice President Financial Advisor at Wealth Enhancement

Tamar Mogilski

Senior Vice President, Financial Advisor

CFP®, CLU®, ChFC

Office Information

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Contact Tammy

tmogilski@wealthenhancement.com

Team Office

Tammy’s Locations

5801 Pelican Bay Blvd Suite 302
Naples, FL 34108
(239) 610-3054
1485 Monroe Ave
Rochester, NY 14618
(585) 241-5250
106 W. Utica Street, Suite A
Oswego, NY 13126
(315) 800-5804
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About Tammy

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

Awards & Recognition

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  1. Awarded 6/16/26 for the period June 2026–June 2027.
  2. Awarded 4/8/26 for the ranking year 2026.
  3. Awarded 4/7/26 for the period 6/30/24-6/30/25.
  4. Awarded 2/25/26 for the ranking year 2026.
  5. Awarded 2/14/26 for the ranking year 2026.
  6. Awarded 2/4/26 for the time period 9/30/24 to 9/30/25.

Let’s craft your future, together

Schedule a no-cost meeting with one of our advisors and start building a comprehensive plan designed to support your goals.
 

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Insights from Tammy

What we’re thinking about

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Couple Walking in Vineyard with dog
Why Wealth Enhancement

One coordinated team, built around your plan

Our advisory teams work best with households that have $500,000 or more in investable assets.

Ready to talk now? Call 763-401-5685.

(Weekdays 8am–6pm Central)

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