Tara is a Finance major at Wright State University with a strong interest in wealth management. She works alongside two financial planners and looks forward to building more experience in financial planning, office operations and client service.
Before her current role, she spent a year and a half assisting with financial plans, data entry, supporting in meeting preparation, and various administration projects. She also has a strong background in customer service. Driven, detail-oriented, and passionate about helping others make informed financial decisions, she is developing the skills and professional knowledge needed for a future career in wealth management.
Tara enjoys golfing, concerts, camping and adores her puppy, Jax.