Our Team

Our Team

The people who work at FlahertyColvin not only have the knowledge and experience to help you pursue your financial goals but they also happen to be extremely great folks, too! Our staff is always ready to address your concerns, answer your questions, and put you at ease.

Our team is built on a multigenerational approach. We range in ages from the 20s to the 60s. Each member of the team brings his or her own frame of reference and experiences in building our clients' financial plans. We are living the same problems and joys that you are experiencing. The advice we give is the advice we live by. Each of our clients deals with the entire team.

Stewart Flaherty is the leader of the company. Stew entered the financial services industry in 1972. He is a Chartered Life Underwriter®, a Chartered Financial Consultant®, an Accredited Investment Fiduciary®, and a Certified Retirement Counselor®.

Tami Colvin, CFP®, CRC®, has been with the company since 1987.

The combined training and experience of this team provides our clients with the unique approach we use to attempt to solve our clients' problems.

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Stew Flaherty, AIF®, ChFC®, CLU®, CRC®

Financial Consultant, Founder and CEO

Stew Flaherty is the founder and CEO of FlahertyColvin, an independent financial advisory firm based in Westerville, Ohio. His 40-plus-year career as a financial advisor is founded on core principles that facilitate a sensible, sustainable approach to successfully managing money.

Stew holds an array of financial industry accreditations. He is a Chartered Life Underwriter® (CLU®), a Chartered Financial Consultant® (ChFC®), an Accredited Investment Fiduciary® (AIF®), and a Certified Retirement Counselor® (CRC®). He holds FINRA Series 7, 24, 31, 63, and 65 securities registrations through Commonwealth Financial Network®.

The firm is licensed to do business in 30 states and has been chosen one of the Columbus area’s top wealth management firms for the past three years by Five StarSM Professional*.

Stew asserts that most financial plans are disconnected from their owners’ lifestyles. To overcome this defect, he pioneered lifestyle financial consulting, an innovative strategy that provides the critical integration. Clients are able to make sound, realistic financial decisions that align with what is most important in their lives. Importantly, these decisions are made within a secure and nurturing environment.

The fact that so many of his clients are second- and third-generation families attests to Stew's dedication to the people who rely on him for honest financial counsel. Parents in these families pass on meaningful financial lessons to their children, such as the principle that successful investing begins not with products but with developing a sound money management process.

Stew's leadership and consensus-building skills gained national attention when his voluntary struggle to organize, fund, and develop a women’s bobsled team resulted in the first U.S. Olympic gold medal in women’s bobsledding at the 2002 Winter Games in Salt Lake City. Stew achieved this improbable “rags to riches” victory by applying the same principles he uses to help his clients pursue their financial dreams: assess the situation, set goals, create a plan, and commit to it.

Stew is actively involved in his community, having served as both mayor and chairman of the city council for Westerville. Stew was voted Westerville’s Citizen of the Year in 1993 and also received the President’s Award.

Stew and Marcia, his wife of 31 years, have four grown children and five grandchildren. Stew is an avid beekeeper, international traveler, photographer, and reluctantly retired hockey player.


Stew Flaherty is proud to have been recognized as a President's Club advisor for 2016—a distinction based on annual production attained by 16 percent of advisors affiliated with Commonwealth Financial Network. 

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes President's Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. President's Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 712 Columbus wealth managers were considered for the award; 112 (16 percent of candidates) were named 2016 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which the advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year.) These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

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Tami Colvin, CFP®, CRC®

Director of Financial Planning Services, President

As part-owner, Tami oversees the daily activities of the entire FlahertyColvin staff. Tami joined the firm in 1987 and later earned her CERTIFIED FINANCIAL PLANNER™ professional designation after studies at Ohio State University.

Tami says, “I have to be good at multitasking. I tap into what each member of our staff does best, then put all the pieces together so we can do our best for clients. That and building client relationships are what I do best.”

An architect of FC’s Lifestyle Financial Planning philosophy, Tami explains that financial plans, no matter how thoughtfully constructed, can become outdated or ineffective unless they are fully integrated into an individual’s lifestyle. “We spend the time to discover what is truly most important in a client’s life and then develop a plan that encompasses those priorities. We also recognize that because life happens, our plan must have the flexibility to adapt to change.”

Tami believes strongly in helping clients become better educated about the principles of planning and investment. “We try to create better awareness for our clients so they won’t be thrown off track when obstacles arise.”

Tami notes that she and Stew Flaherty fostered the concept of multigenerational advisory firm as FlahertyColvin evolved throughout the years. “We recognized that as our earliest clients aged, we had to develop similar trust relationships with other family members and second and third generations. We wanted to help them protect the assets we helped grow for their parents. The young people who have joined our firm in recent years will help ensure that our client relationships endure with future generations. That’s a wonderful legacy.”

Tami’s greatest satisfaction comes from getting to know clients on a personal level. “I’ve met so many wonderful people in the past three decades. And to be part of helping them achieve their goals is extremely rewarding.”

Tami; her husband, Michael; and their two children enjoy golfing as a family and recently took up skiing because the golf courses close down in winter.

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Lia Casino

Registered Service Representative

Lia originally joined FlahertyColvin as a receptionist in 2014. It quickly became apparent that she had higher aspirations. So, in 2015, she chose to obtain her FINRA Series 6 securities registration and became a registered service representative.

Lia is the “go-to” person, helping the office function smoothly. When clients call with a question, Lia guides them to a solution. Her smiling face greets clients when they arrive for a meeting, and she makes them feel at home.

Lia previously worked at a family business and says the transition to working for FlahertyColvin was easy because it “feels very much like a family. We work closely as a team and with our clients. I also enjoy being a part of the firm, and I look forward to being here for a long time, as my position evolves."

Outside of work, Lia is an avid reader and enjoys movies, painting, and trying new things.

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Jill Israel, AIF®

Financial Planning Associate

Jill is FlahertyColvin’s financial planning associate and director of the firm’s Investment Committee. She plays a key role in the FlahertyColvin investment process and brings extensive industry knowledge into the development of comprehensive financial plans, investment management, and consulting services for the professionals and families we serve. 

She is passionate about identifying and customizing strategies to help our clients realize their most important life goals. Jill has over 18 years of experience in financial services. She is a graduate of the Ohio State University and holds an MBA. Jill is an Accredited Investment Fiduciary® and a member of the Financial Services Institute. She holds FINRA Series 6, 7, 24, 63, and 65 securities registrations and is licensed in variable, health, and life insurance with the state of Ohio. 

Jill and her husband, David, live in Galena, Ohio, with their two young sons.

Erin Bäby

Client Services Associate

Erin is a client services associate with FlahertyColvin. She handles all aspects of account administration. She performs a wide variety of duties including account openings, money movement, and maintaining accounts and documentation.

Erin is the primary contact with Commonwealth Financial Network’s service team and brings excellent organizational skills and a service heart to all she does. She is ready to assist our clients with all of their service needs. 

In her free time, she enjoys spending time with her family and friends, reading, listening to a variety of music, being a part of a Bible study, traveling, and playing with her cat.