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.
BS – Business Administration (Finance), University of Tennessee at Chattanooga
MBA – University of Louisville
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® , Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Active member of Pleasant Garden Baptist Church
I love spending time with my husband, Sean, and our two children. I also enjoy mentoring teenage girls, reading and traveling.