“I believe the most meaningful financial planning begins with understanding the individual behind the numbers.”
With over twenty-two years of experience, Tara delivers a highly personalized, holistic planning experience designed to help clients build, preserve, and enjoy their wealth with intention. Her approach is centered on creating tailored financial strategies that align seamlessly with each client’s long-term vision, values, and lifestyle goals.
As an Independent Financial Planner, Tara offers objective guidance and a refined level of service—free from product bias and focuses entirely on thoughtful, long-term decision-making. Her clients value her ability to bring clarity, structure, and confidence to even the most complex financial situations.
Tara’s professional background includes experience at Lincoln Financial Group in Philadelphia, followed by her role with the CFS team at PSECU Financial Services, where she spent several years deepening her expertise in client-centric planning. She holds a bachelor’s degree from Temple University of Pennsylvania, where she studied Biological Anthropology—a foundation that continues to inform her people-first approach to advising.
In her time away from the office, Tara enjoys travelling and spending time with her husband, daughter, and family.