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Amber Waldrep

Amber@TAGplanning.com

Hometown of Tampa Bay, Florida

Executive Assistant

Get to Know Amber

Favorite Movie - The Blind Side

Favorite Food - Blaze Pizza

Favorite Season - Summer 

Years with TAG - 5 years

 

As Executive Assistant, Amber handles both the onboarding process for new clients as well as the relationship management of existing ones. Amber's industry experience makes her a valuable asset to our firm in both the financial planning world, as well as in her desire to ensure each and every client, new or long-standing, has the very best of our services at their fingertips. She leads her department in all areas of guiding new clients through our financial planning process, walking with them every step of the way to create clarity, ensure no detail is missed, and above all, deliver exceptional service while our clients continue to learn more about our firms processes and help them achieve complete financial independence. 

Amber is also in charge of the care and experience of current clients making sure we provide a one of one experience to all clients of Scott Lowe's

Native to Florida, Amber has resided in Texas and currently lives in Ohio. With three children, Amber is constantly reminded of her and her husband's 21 - and counting - years of marriage. Brent, her husband, honorably served in our nation's military but enjoys nothing more than spending time at their home with family and friends. As if office responsibilities do not occupy her time enough, Amber serves as a Sunday school teacher at New Life Tabernacle, where she and her family attend church. Watching her children play sports, taking family vacations, and visiting family in different states are all things Amber hold dear to her heart. 

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