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.
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. By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
*Guarantees provided by life insurance and annuities are backed by the claims-paying ability of the insurer.
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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