Tara works with small and mid-size business owners helping to identify strategies to grow and protect their businesses. She also helps private clients develop a comprehensive wealth management strategy tailored to their unique needs, encompassing many areas of financial management from investment and retirement planning to life insurance, estate planning, and risk management strategies. Her love o
f connecting with people to solve problems helps her develop deep relationships with business owners, their advisory boards, and networks of other professionals. ®. Tara has been with Principal® as a financial professional since 2016 and expanded her practice by joining the ACS team in 2020. Prior to joining Principal, her business instincts were honed over years as a small cap equity trader at a large market maker and broker dealer. Tara earned a Masters of Business Administration in International Finance from Richmond, the American International University in London and a Bachelor of Science degree in Accounting from St. She holds her Series 7, 63 registrations in addition to Life, Health, and Property/ Casualty insurance licenses in multiple states throughout the U.S. Tara has passion for philanthropy and creating community. She has been on the Executive Committee of The Dream Factory Inc, the largest all-volunteer children’s wish-granting organization in the U.S. Jude’s Children’s Research Hospital charity events and other philanthropic organizations.
