CA License No. 0M39421
Tara strives to guide businesses, families, and individuals with the accumulation and preservation of wealth through comprehensive financial strategies. She utilizes her knowledge and experience in combination with the expertise of a team of specialists available at Tax & Financial Group. Together, they provide innovative solutions and professional direction to help clients work towards their financial goals and objectives.
Tara received her MBA with a focus in marketing, as well as her Masters in Special Education from Chapman University. Tara holds the Series 7 and Series 66 registrations and the Life and Health Insurance License. She is a Registered Representative and Investment Advisor Representative for Securian Financial Services, Inc., member FINRA/SIPC.
Tara enjoys her involvement in various professional organizations and is currently is a member of the Chapman University MBA Alumni Board as well as Orange Coast Optimists. In her free time, Tara likes traveling and playing pick-up basketball with her sister.