Improving the lives of others is Tara’s number one passion. She uses her holistic approach to help families, small business owners and young professionals to create customized paths to financial freedom. This includes comprehensive, easy to understand, financial strategies.
Tara joined David at Winston Wealth Advisors in 2007 and is part of our planning team.
She is highly dedicated, people oriented, and an organized individual who prides herself in providing a superior client experience.
Not only is Tara committed to helping others plan for their own retirement and the care of their families, she is a dedicated wife and mother. As a graduate of Texas Tech University Tara loves supporting the Red Raiders in her free time.
Series 6 & 63 Licenses held with LPL Financial