About Me

I love spending time with my husband, Sean, and our two children. I also enjoy mentoring teenage girls, reading and traveling.

Tara Maxwell, MBA, CFP®

Financial Planning

Greensboro, NC | 336-230-1811

Overview

Tara is the Co-Head of the Financial Planning Department at SFG, and has been with the company since 2012. Tara’s background includes over 13 years of experience in the financial services profession, including work in client service administration, mutual fund valuation and operation management. Tara’s financial plans focus on creating multiple scenarios, which enable clients to understand the impact their decisions have on their financial future. Tara often finds the multiple scenarios allow clients to determine the way they can achieve balance between living for today and saving for tomorrow.

Education

BS – Business Administration (Finance), University of Tennessee at Chattanooga

MBA – University of Louisville

Credentials & Professional Associations
  • CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner

  • National Association of Personal Financial Advisors (NAPFA)

  • Financial Planning Association (FPA)

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Community Service

Active member of Pleasant Garden Baptist Church