Tara is responsible for the day to day operations of our client service department. She handles the processing of applications, providing assistance to clients when they have questions concerning their accounts, and all the necessary maintenance of client’s accounts, including required minimum distributions. She is always eager to help, and is one of the reasons so many of our clients, enjoy working with us. Tara is happy, pleasant, and extremely competent in all of her dealings. She is married with four kids and 1 grandchild.