“Over the past year, Tara has been my biggest advocate, both business and personal. She continually surprised me with her depth of knowledge and broad range of business expertise and her ability to convey this in a way that helped me continue to move forward…even in the most challenging times. Not only was I able to clearly “re-define” my ideal clientele and update our teams suite of marketing pieces…I was able to identify an opportunity to become the Founding Director of a new firm that will perfectly support our existing Wealth Management practice going forward.”