Tara is originally from New Jersey where she earned her BA in Mathematics and Computer Science. She has also lived in PA, NC and GA, but now proudly calls Texas home.
She’s a seasoned wealth advisor who specializes in comprehensive financial planning for families, business owners, and high-net-worth clients. With years of experience in the financial services industry, Tara is committed to helping clients navigate complex financial decisions with confidence. As a Chartered Financial Consultant® (ChFC), holding Investment Advisor and Life Insurance licenses, she provides expert guidance in investment management, retirement planning, estate preservation, and risk mitigation strategies.
Tara has three grown children – Trevor, Makenna and Luke, and she loves spending time with them as often as possible. She also enjoys looking after Oakley, her rescue pup. For fun, Tara enjoys cooking, entertaining, and being outdoors.