Tami Colvin, CFP®, CRC®

Tami Colvin, CFP®, CRC®

President

Tami's clients may be surprised to learn just how competitive this part-owner of FlahertyColvin is. Yes, she coached the girls' and boys' basketball programs when her children were in school, but her true competitive nature is evident when she talks about FlahertyColvin. Her passion for the firm and her desire to do the right thing for its clients is what drive her every day. "I want us always to be considered one of the best financial consulting firms in the area, and I want our clients to see us that way," said Tami.

Tami's competitive edge was a trait Stew Flaherty appreciated when he hired her as an administrative assistant more than 35 years ago. Over the years, as she learned more about financial consulting and the relationship-building approach that Stew championed, Tami embraced the profession. "We get to know our clients better than the typical advisor. We don't just focus on their financial goals, but also on their personal goals and aspirations in life outside of their finances. This allows us to build trust and the kind of genuine relationships that really speak to me."

Tami went on to earn her CERTIFIED FINANCIAL PLANNERprofessional designation to gain the skills to craft advanced planning solutions for her clients. Later, she earned her Certified Retirement Counselor (CRC) designation to fully educated herself on the range of appropriate solutions to help her clients meet their retirement dreams. She is also insurance licensed in the state of Ohio.

The greatest satisfaction Tami takes from her years with FlahertyColvin is the relationships she has enjoyed with multiple generations of families. The trust the team builds with clients results in ongoing relationships with their children when they reach adulthood. "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 truly values the role FlahertyColvin plays in helping clients get back on track after various "life happens" moments. "People often seek us out when something has negatively impacted their financial life. It is very rewarding to serve as a sounding board for our clients, helping to guide them with our life experience, knowledge, and skills."

Tami likes golfing and enjoys traveling to see different parts of the United States with her husband, Michael, and their children, Mikayla and Tyler.