Head of Client Success
Tara is a Client Success Manager at Facet Wealth. Prior to joining Facet Wealth, Tara worked for a large financial consulting firm. She has always had a passion for helping people to reach their financial goals and believes that everyone deserves access to solid, intuitive financial advice as well as a partner to help them along the way. When not working with clients, Tara enjoys spending time with her wonderful husband and energetic dog, traveling, and volunteering at her favorite local nonprofit organizations.
University of Florida (MS)
"The secret of getting ahead is getting started." - Mark Twain
Get to know Tara
Justin and me
It’s rare that all 5 of the siblings get together and actually remember to snap a pic!
Hiking with Chewie
Most of the crew in Ketchikan, Alaska this past summer.
What's the last book you read?
Shoe Dog, by Phil Knight – so good!
What are you passionate about?
So many things – health and fitness, really, overall wellness – including financial, my family (and pets, mostly the dog), growing and learning, travel, kindness
If you could visit anywhere in the world you've never been, where would you go?
Australia – a bucket list item I’d love to check off is snorkeling the Great Barrier Reef
What is your favorite family tradition?
Each year on Christmas Eve, we light our tree with real, actual candles, shut off the lights, and sing a few Christmas carols together. It’s admittedly Cleaver-esque, but I wouldn’t change it for the world.