About Us

Tammy Cordes, owner


  • Certified Public Accountant (CPA)
  • Certified Senior Advisor (CSA)
  • member of the American Association of Daily Money Managers (AADMM)
  • volunteer in The Senior Source’s Money Management program
  • local owner of CarePatrol providing free advocacy and advice to seniors and their families in search of high quality care and living arrangements
  • member and leader in several organizations dedicated to improving quality of life for seniors including:  Dallas Area Gerontological Society (DAGS), North Texas Area Gerontological Society (NTAGS), Elderly Service Providers of Collin County, McKinney Senior Services Alliance and Society of Certified Senior Advisors.  

Tammy grew up in San Antonio, TX and has enjoyed living in the North Dallas area since 1990.  She graduated in top 10% from University of Texas at San Antonio where she was a member of several honor societies.  Prior to her encore career as a senior advocate, she enjoyed a 20+ year career in corporate finance managing complex planning and financial issues for large companies.   Her core values are integrity and high ethical standards first, duty of care to society, service to others and making a difference in individual lives and the community.