Tamara Colvin,
CFP®, CRC®
President, FlahertyColvin
Registered Principal, RJFS
Tami Colvin’s competitive spirit isn’t just reserved for the basketball court, though coaching both girls' and boys' teams was a rewarding chapter in her life. As a former coach, she understands the value of strategy, teamwork, and determination, qualities that now drive her work as co-owner of FlahertyColvin. Her passion for financial consulting goes beyond numbers – it’s about building trust, forging lasting relationships and ensuring clients have the guidance they need to help them achieve their biggest goals.
“I want us to always be considered one of the best financial consulting practices in the area, and for our clients to see us that way,” she says. That relentless pursuit of excellence has been with her since day one.
Through the years, Tami immersed herself in financial consulting, embracing the relationship-driven philosophy. “We get to know our clients beyond just their financial goals. We understand their aspirations, their dreams and what truly matters to them. That’s the foundation of real trust.”
Her dedication led her to earn the prestigious CERTIFIED FINANCIAL PLANNER® professional certification, equipping her with advanced planning expertise. Later, she pursued the Certified Retirement Counselor (CRC) designation, ensuring she could provide tailored strategies to help clients navigate their retirement dreams with confidence. As an insurance-licensed professional in Ohio, she offers comprehensive support for every stage of her clients' financial journeys.
Tami finds deep fulfillment in the relationships she has cultivated with families over the years. She values the trust that has been built across generations and takes great pride in being part of their journey. “I’ve met so many incredible people over the years and being part of their success is deeply rewarding.”
Tami also values the pivotal role FlahertyColvin plays in guiding clients through life’s unexpected challenges. Whether helping them regain financial footing or providing reassurance during turbulent times, she finds deep satisfaction in serving as a trusted sounding board.
When she’s not helping to drive financial success, you’ll find Tami out on the golf course or exploring new corners of the country with her husband, Michael, and their children, Mikayla and Tyler.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
