As Partner and Senior Wealth Manager, Tara brings extensive experience in financial planning and portfolio management for high and ultra-high net worth individuals. Prior to joining True North in 2014, Tara was Senior Vice President for Carter Financial Management where she was responsible for financial planning services as well as oversight of the firm’s daily office operations. Earlier in her career, she held senior level financial and wealth planning roles at The Capital Chart Room, LTD, Wells Fargo Private Client Group and Merrill Lynch.

Tara has been listed in D Magazine: Best Financial Planners (2002-2023). She is past president of the DFW Chapter of the Financial Planning Association and FPA NexGen, and has served on the National FPA Chapter Leadership Advisory Council and National FPA Experience Task Force. She also served on the board of trustees for the Foundation for Financial Planning for seven years.

The firm’s mission is Fulfilling Lives™, and Tara supports this by building and honoring relationships, and working to make each day special for all clients and co-workers on a regular basis.

A Certified Financial Planner™, Tara holds a Bachelor of Science in Psychology from Texas A&M University. Tara also serves on boards and committees of several local nonprofit organizations. She is a graduate of Leadership McKinney, past president of Captain Hope’s Kids, and was involved with the Leukemia and Lymphoma Society’s Team in Training. She also volunteers and fosters for Cat Matchers and is a member of the Junior League.

In her spare time, Tara enjoys running, cycling and swimming, as well as any other outdoor activity. She has completed many marathons and triathlons, including five Ironman distance triathlons.