When it comes to experience, Tammy’s got it! With over 20 years in the banking & finance industry, and 15+ in tax preparation, there is very little she hasn’t seen. Tammy’s Bachelor of Science degree in Finance, combined with her Master’s in Business Administration (MBA) have provided an incredible foundation for her professional career.Although as a client, you’ll feel like she never takes any time off, we can assure you that Tammy thoroughly enjoys spending time with her friends! Whether she is traveling, taking in the theater or a concert or just simply at home baking, Tammy enjoys making memories with her friends! She also enjoys giving back to her Kansas City community by volunteering with many organizations in the area. You can learn even more about Tammy’s passion for giving back and The Coconut Community Here.
Welcoming you to the office is Sharla Marriott, Office Manager. Sharla spent nine years in a supporting role in the sales office of an orthopedic company. She took several years off to raise two kids and is now returning to contribute to the success of a team. Sharla prides herself on keeping our office running smoothly by managing our appointments, communicating with our clients, updating client data, and helping out with social media.
As a native of Nebraska, Sharla loves to watch college and professional football with her husband and two kids. She spends time with her family at the lake in the summer and is busy with her kids’ activities throughout the year.
One person you won’t see in the office is Wendi Kaeb. She is our first remote employee working from her home in Illinois. Wendi will be handling the bookkeeping for our small business clients.
Wendi has a Bachelor of Science degree in Accounting. She worked in the banking industry for 15 years and does the accounting for her husband’s small business.
As the mom of two small children, there is never a dull moment. She also enjoys cooking, decorating cakes for family, and gardening.
After working as an administrative assistant in Lawrence for several years, Stephanie moved to the Kansas City area and joined the team at Palm Tree Consulting. Stephanie has an Associate’s degree in Web Development. She is excited to use her organizational and problem-solving skills in her role as Accounting Clerk.
Stephanie resides in Lenexa with her husband, Michael, and their cats, chinchillas, and guinea pig. She loves spending time in nature and is currently studying horticulture. She has a passion for plants and animals, especially cats. She enjoys indoor and outdoor gardening, baking, spending time with her fuzzy children, and watching reality TV with her husband.