For the last 17 years, she 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 and The FINRA Series 63 Uniform Securities Agent License.

 

Tara is an active member of Metropolitan Community Church of the Palm Beaches and previously served as a board member and treasurer. In her free time, she enjoys spending time with her spouse of 6 years and their daughter Callie, golfing with her father and fishing anywhere/anytime.  

Stacey comes with a diverse background including interior design, real estate development, and for the last six years, has spent her career navigating different areas of 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.

 

Recently she has obtained her 2-15 Resident Health and Life Agent License.

 

She has been married for 35 years and has 3 grown children. Her hobbies now include celebrating new grandchildren, relaxing on the beach and reading a good book. 

Christina graduated from Florida Atlantic University in December 2019 with a Bachelor of Science in Finance.

 

Her primary role involves administrative tasks and helping out wherever else is needed.

 

She grew up in Boca Raton and enjoys spending time with loved ones, exercising, and doing any kind of creative activity.