With over 19 years of experience in the financial services industry, Tara serves as a trusted Senior Wealth Management Coordinator, guiding clients through complex financial decisions with clarity and confidence. Fully securities licensed, she brings in-depth knowledge of investment strategies, portfolio management, and regulatory compliance to every client relationship.
Tara works closely with clients to implement personalized wealth management solutions that align with each client’s unique goals. Whether supporting high-net-worth individuals, families, or small business owners, she is recognized for her proactive approach, keen attention to detail, and unwavering commitment to exceptional service.
Tara holds a Bachelor's degree in Business Management from DeVry University, with a minor in Project Management. Outside the office, Tara enjoys horseback riding and anything that gets her outdoors—bringing balance and perspective to a career dedicated to helping others achieve financial peace of mind.