About Me
I love spending time with my husband, Sean, and our two children. I also enjoy hiking, reading and traveling.
Tara Maxwell, MBA, CFP®
Director of Financial Planning and Client Engagement
Greensboro, NC | 336-230-1811
Overview
Tara is head of the financial planning department and client engagement at SFG, and has been with the company since 2012. Tara’s background includes over 19 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
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 First Baptist Church - Chickamauga