Tami Bryan, CFP®
Senior Client Specialist
Tami Bryan has over 20 years of experience in the financial services industry. She has been with Baird since they merged with McAdams Wright Ragen in 2014 and joined the Atkins Group in 2020.
Her proactive approach to service, combined with dedication to clients, is integral to the Group’s client-first approach. Tami holds FINRA Series 7 and 66 licenses along with a Certified Financial Planner (CFP®) designation and works closely with clients to help them identify and reach their financial goals.
Tami graduated from the University of Washington with a B.A. in Economics.
What are your hobbies and interests outside of work?
I enjoy keeping active and love to take advantage of the PNW beauty with outdoor activities such as mountain biking, hiking and running.
What do you enjoy most about the work you do?
I enjoy working closely with our clients and helping them accomplish their goals. Each client has different needs at different times so navigating through the stages of their financial life can be challenging and very rewarding. The financial planning side of my job allows me to analyze and review the many details that make up our client’s financial lives. Working with our clients through the planning process provides the framework for education, discussion, and the development of a path towards achieving their short- and long-term financial goals.
What are the best skills that you bring to your job?
I consider myself detail-oriented and enjoy problem solving for our clients. I am quick to respond to our clients’ needs and know they appreciate this and the service our Team provides.