Tami Bryan, CFP®

Tami Bryan is an Assistant Vice President and Client Planning Specialist with The Atkins Group. With more than 20 years of experience in financial services, she works closely with clients to develop and implement personalized financial planning strategies designed to help them achieve their long-term goals.

Known for her proactive communication, attention to detail, and commitment to exceptional service, Tami plays an important role in supporting clients throughout every stage of their financial journey. She joined Baird in 2014 following its merger with McAdams Wright Ragen and became a member of The Atkins Group in 2020.

Tami earned a Bachelor of Arts in Economics from the University of Washington and holds FINRA Series 7 and 66 registrations, as well as the CERTIFIED FINANCIAL PLANNER™ certification.

What do you enjoy most about the work you do?

I enjoy building relationships with our clients and helping them work toward meaningful goals. Every client has unique circumstances and priorities, which makes each planning conversation different. One of the most rewarding aspects of my role is helping clients navigate important financial decisions and providing the education, guidance, and structure needed to create a path toward their short-term and long-term objectives.

What are the best skills that you bring to your job?

Attention to detail, organization, and problem solving are among my greatest strengths. Financial planning often involves bringing together many moving pieces, and I enjoy helping clients navigate complexities while ensuring they feel informed and supported throughout the process. I also pride myself on being responsive and providing the level of service our clients have come to expect from our team.

What are your hobbies and interests outside of work?

I enjoy staying active and taking advantage of everything the Pacific Northwest has to offer. Whether it's mountain biking, hiking, or running, I love spending time outdoors and exploring new trails and adventures.