Tara uses a holistic approach to help families, small business owners, and young professionals create customized paths to financial freedom. This includes helping clients align their values and decision-making with their retirement dreams.
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, and Life Insurance Agent held at LPL Financial