Tara joined our team in 2015. Delivering first-class client service is her specialty. Her primary responsibilities include preparing client portfolio reviews, maintaining asset allocations, executing investment orders, and managing information technology. WealthCharter clients benefit from her enthusiasm, knowledge, and 10+ years of experience in the financial services industry. She holds her Series 7 (General Securities Representative) and 26 (Investment Company Principal) licenses and has a Bachelor of Science in Business Administration from Grand View University.
Tara enjoys spending time with her husband Jesse and their two children, Nathan and Paige. In their free time, they enjoy finding new experiences and creating memories as a family.