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 to 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. Michael Flaherty, CFP®, has been with the firm since 1999.
The combined training and experience of this team provides our clients with the unique approach we use to attempt to solve our clients' problems.
Read more about fiduciary responsibility.