PHOENIX: 602.343.9301 | TUCSON: 520.505.3605 | TOLL FREE: 866.777.9219
As a Client Services Specialist, 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 Paradise Valley resident. She enjoys spending time with her niece, working out at Orange Theory, 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.
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.
*Guarantees provided by life insurance and annuities are backed by the claims-paying ability of the insurer.
Strategy Financial Services, LLC may transact business only in states in which it is registered, or in which it is excluded or exempted from registration. Strategy Financial Services, LLC is currently registered in Arizona. Investment advice is offered through Strategy Financial Services, LLC, a Registered Investment Adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.
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