Helping You design the right Financial Plan

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement. 

My goal is to empower clients by aligning intentions with meaningful actions through tax-efficient strategies and impactful action. I will help you create a personalized financial plan that has a firm foundation in your beliefs and addresses your hopes for the future.

Achieving financial security takes more than creating a comprehensive plan; you also have to take action on your plan, and evaluate and adjust it over time.  Together, we’ll create a timeline to help protect you and your family now, and execute the steps necessary to respond to whatever life brings.

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Client Testimonial

Tara offers a refreshing approach to financial planning. She has an innate understanding that talking about money can be a vulnerable and shameful experience for some, and she address that head on with an unconditional acceptance that has motivated me to be honest and complete in my work with her. Since working with Tara, I feel in better control of my finances and am finally seeing the freedom and relief that I've worked toward for years.

David C, Client | New York

Client Testimonial

Tara has been an absolute pleasure to work with. From the first phone call, she has established a level of trust and rapport. She goes above and beyond for her clients and truly makes me feel like part of the Northwestern Mutual family. She is responsive and dependable and has made the whole process easy, explaining each step along the way.

Ashley W, Client | New York
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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