Full bio/disclosures: https://barnumfinancialgroup.com/representative/tara-spencer/ Before discovering my passion for personal finance, I spent years as a director of finance in the hotel industry, where I made confusing, complex financial figures simple for my team. As a mom of four, I know firsthand what it means to balance work, family, and everything in between, and that perspective shapes how I work with every client. I guide individuals and families through a wide range of financial needs, from investment management and long-term wealth accumulation to personalized risk management strategies that safeguard their assets and financial future. Whether you're saving for the future, planning for retirement, or making sure your family is protected no matter what life brings, I'll help you put the pieces together with confidence. I love helping people thrive and turning aspirations into achievable plans. As a holistic financial coach with training through Columbia University, I go beyond the numbers to understand your deeper goals and values. My mission is simple: to help you live the life you design. Family, faith, and contribution are at the center of my world. Outside the office, you'll find me with my kids, engaged in community service, leading my Girl Scouts or church youth activities, reading, running, or taking on my next adventure.
