As a key member of our planning team since 2007, Tara plays a vital role in supporting our advisors by working with families, small business owners, and young professionals to develop personalized strategies for pursuing financial independence.
She is recognized for her dedication, professionalism, and meticulous attention to detail, ensuring a consistently high standard of client service.
Outside of her professional responsibilities, Tara is a devoted wife and mother. A proud alumna of Texas Tech University, she enjoys supporting the Red Raiders in her free time.
Series 6 & 63 held at LPL Financial
