Tara handles investment processing for clients, office management & business relationships, team workflow, marketing & event planning. She is your one stop shop for all client services.
Tara received her bachelor’s degree in Organization Public Relations from the University of Wisconsin-Eau Claire. In 2004, she started her career in the financial industry as a financial representative. Later that year she joined Eric’s team and maintained the Wisconsin life and health licenses.
Tara resides in McFarland with her husband Jeff & their 3 kids: Colemen, Alexcia and Brock and their golden retriever, Opal. They enjoy board games, camping, volleyball, theatre, travel & photography.