For the last 20 years, Tara has gained intimate knowledge of what it takes to be present for our clients. As the dedicated relationship manager, her goal is to know each client and where they are in their financial journey.

She is actively involved in the day-to-day operations of the team and can assist in any matter that comes her way.

Her professional licenses include FINRA Series 7 General Securities Representative License, FINRA Series 65 Uniform Investment Adviser License and The FINRA Series 63 Uniform Securities Agent License.

Tara is a member of Metropolitan Community Church of the Palm Beaches and previously served as a board member and treasurer. She is an advocate for Everglades Angels Dog Rescue where she adopted her Pointer/Pit mix, Katy. In her free time, she enjoys spending time with her spouse of 11 years, their 6-year-old daughter Callie, and pets Eli, Katy, & Brooklyn. Tara also enjoys sports and going fishing.

Stacey comes with a diverse background including interior design and real estate development prior to her career in the financial services industry.

Her primary role within the team is to support new account relationships and enhance the client service experience.

She grew up in the blustery state of South Dakota and migrated to Nebraska where she obtained a Marketing degree.

Her licensees include FINRA Series 6 Investment Company and Variable Contracts Products Representative License and The FINRA Series 63 Uniform Securities Agent License. She also holds her 2-15 Resident Health and Life Agent License.

She has been married for 41 years, has 3 grown children, and 5 grandchildren. Her hobbies now include spending time with her grandchildren, relaxing on the beach, and reading a good book. 

Jade's role as Office Professional is managing day-to-day administrative and client service tasks. This includes preparing financial reports, maintaining client records, handling correspondence, scheduling appointments and ensuring compliance with industry regulations.

Jade grew up in Jupiter and enjoys spending time with loved ones, mountain biking, and going to the beach.