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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

Tara Kincaid Relationship Manager, Financial Planning Headshot

Tara Kincaid

Relationship Manager, Financial Planning

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