Meet Tara
With a distinguished career spanning over 25 years, Tara has established herself as a leader in business and organizational management. Her extensive experience in business ownership, management, and development gives her a unique understanding of the intricacies of working professionals, business owners, and entrepreneurs.
Throughout her career, Tara has exhibited an unwavering commitment to excellence in leadership, operations management, strategic financial analysis, and implementing business development initiatives that have helped lead her clients to significant revenue growth and long-term fiscal viability. Her entrepreneurial acumen has been instrumental in launching and scaling businesses, fostering innovation, and helping to create financial sustainability for the organizations she has served. Her ability to analyze market trends, assess risk, and implement sound financial strategies has positioned her as a trusted advisor and it is important to her to continue to bring support, clarity and financial wellness planning, with personalized strategies to help her clients.
Tara worked with the team at SFM as a client prior to joining the group as an advisor, where she experienced first-hand the value of having a professional, trusted advisory team. Today, Tara works diligently to provide these services to others who want to achieve their financial freedom. As a mother of 4 and also a grandmother, her family is her greatest success. Tara enjoys spending time with her family, travel, reading, attending concerts, singing, and dancing.