Get to know the dedicated professionals who are here to guide you through every step of your retirement journey.
As a Relationship Manager, Tara works closely with our Financial Advisors and plays a critical role in the overall client experience. Previous to joining Strategy Financial Group, she worked for a private lending company, where she was responsible for the client services department, processed loan applications, and provided assistance with social media and marketing campaigns. She has also worked in the Trust Services Department for an Estate Planning firm.
Born in California, and raised in Arizona, Tara is a current Phoenix resident. She enjoys spending time with her husband, working out, and going to country music concerts. She holds an Associates degree in Marketing. And whether professional or personally, she loves meeting new people and learning new things.
