Tara is a proficient administrative assistant with over a decade of industry experience. She holds certifications for Series 6, 7, 63, and 65. Since 2021, Tara has been an integral part of our team, serving as the Manager of Client Services. Her role entails fulfilling business service requests and providing support to advisors and clients in creating new accounts.
Tara earned an Interdisciplinary Major in Business, Women's Studies, and Philosophy from the University of Maine at Farmington. Following her graduation, she volunteered for a year as an AmeriCorps Vista, working with the Hartford Area Habitat for Humanity.