Meet Tara


Tara has been in the financial industry for nearly two decades and brings her vast experience and knowledge into her role  as Operations Representative. Her attention to detail and friendly personality are an asset to our team.

Born and raised in Arizona, Tara and her husband Jason have two talented children and a menagerie of animals including cats, a dog, a rabbit, a gerbil, a mouse, a tortoise and a fish. She hopes to one day travel abroad to visit Italy and Greece and has the goal of retiring by age 59.

Outside of the office, she enjoys baking and cooking, home design, gardening, art, music, golfing, kayaking, fishing, traveling, and keeping up with her kids.