Tamara Comins, CLU, ChFC, MS
Financial Planner
Tami specializes in working with business owners and women going through a life transition to help them in the areas of business, retirement, investment planning and estate plannng strategies. She also works with high net individuals alongside Andrew Comins. Tami uses a holistic financial planning process that helps clients identify coordination gaps and missed financial planning opportunities. She works with a team at Osaic Wealth who are specialists in the financial planning field. Tami takes time to truly understand the goals of each client and develop a customized financial plan for them.
Tami began her career in the financial services industry in 2017 as a financial planning assistant intern and also has experience as a paraplanning intern and a marketing/business development intern. She worked as a paraplanner for three years. In her role as a Paraplanner, Tami assisted with plan design and implementation.
Tami graduated from the University of Massachusetts Amherst with a bachelor's degree in accounting and was a member of the UMass D1 Women's Tennis Team. She also earned a Masters Degree in Financial Planning and Counseling from the University of Alabama and holds the Chartered Financial Consultant (ChFC) Designation as well as the Chartered Life Underwriter (CLU) Designation. Tami is a member of the Financial Planning Association.
Currently living in Brighton, Tami enjoys going for walks with her dog Kenny, playing tennis, and watching football.