Tamara Comins, MS, ChFC

Paraplanner

Tami works with Andrew Comins, CLU, ChFC, MSFS, AEP as a paraplanner and assists in plan design, implementation, and closely monitoring that client objectives are being met. She researches funds for asset allocation by considering performance and risk metrics. Tami also generates and assists in analyzing retirement projection plans.

Tami began her career in financial planning at Lincoln Financial Advisors in May 2017 as a financial planning assistant intern. The next two summers she worked as a paraplanning intern and a marketing/business development intern. Tami holds her Series 7 and Series 66 registrations. She has also earned her Chartered Financial Consultant (ChFC) designation.

Tami graduated from the University of Massachusetts Amherst with a bachelor’s degree in Accounting as well as the University of Alabama with a Master’s degree in Financial Planning and Counseling. She was a member of the UMass Division I Women’s Tennis Team.  Tami is currently a member of the Financial Planning Association.

Currently living in Pittsford, Tami enjoys running and playing tennis.

Phone 585350-7240