Tara uses a holistic approach to administratively support our advisors helping families, small business owners, and young professionals create customized paths to financial freedom.
Tara joined David at Winston Wealth Advisors in 2007 and is part of our planning team. She is a highly dedicated, friendly, and organized individual who prides herself in providing a superior client experience.
Not only is Tara committed to helping others plan for their own retirement and the care of their families, she is a loving wife and mother. As a proud graduate of Texas Tech University, Tara loves supporting the Red Raiders in her free time.
Series 6 & 63 held at LPL Financial