As a CERTIFIED FINANCIAL PLANNER® professional, Tara provides sound financial advice to families throughout all life stages to accumulate, protect, and preserve wealth.

For over 15 years, Tara has tailored solutions to clients' complex needs.

Tara shares three children with her husband Cody. When she's not working she enjoys playing baseball and watching her boys play hockey.

"Clients deserve the best service possible, and we take real pride in providing it to them. We put ourselves in their position. I take great professional pride in ensuring they understand fully how their accounts are managed, and why.”