Tara is a Wealth Planning Associate at the firm.
Prior to joining the firm in 2024, Tara was an Associate Advisor at Brighton Jones where she helped clients achieve their goals through holistic financial planning.
Tara graduated from Virigina Tech in 2021 with a Bachelor of Science Degree in Financial Planning and Wealth Management, summa cum laude.
Tara currently lives on Squam Lake in Holderness, NH. In her free time, she enjoys reading, caring for her plants, and traveling anywhere and everywhere. She loves all that New Hampshire has to offer from hiking, boating, fishing, and hanging out on the lake with family and friends.