"I feel that my most important role in helping my clients is to recognize the uniqueness of their situations."
Over the past 13 years, I have taken a holistic view in my planning approach to help each client build and strengthen their underlying financial foundation, and develop a customized portfolio specifically tailored to complement their expressed wishes and long term goals.
As an Independent Planner, Tara is able to work with her clients to provide them superior service and help them achieve their financial objectives. Tara grew up in the Harrisburg area, and went on to receive her bachelor's degree from Temple University of Pennsylvania, where she majored in Biological Anthropology. Following college, Tara worked for Lincoln Financial Group in Philadelphia as an internal wholesaler, until 2007 when she joined the CFS team at PSECU Financial Services. Tara currently resides in Mechanicsburg, Pennsylvania, when she's not spending her free time traveling, Tara enjoys being with her husband, daughter and loving family.