Tara joined CFS in 2014 as an Account Administrator and fell in love with the work. She became a licensed fiduciary in 2018, advanced to Principal Fiduciary in 2020 and was named a Partner in 2022. In 2019, Tara also earned her Enrolled Agent designation, further demonstrating her strong expertise and passion for tax matters. She studied Accounting at Rio Salado College.

Tara brings more than 15 years of experience in the accounting and banking industries, along with significant experience in the fiduciary field. Her areas of focus include trust administration, forensic accounting, financial management, and taxation. She maintains an active Arizona fiduciary license and is actively involved in the professional community. Tara is a member of the Arizona Fiduciaries Association (AFA), where she serves on both the Board of Directors and the Membership Committee. She is also an affiliate member of the National Guardianship Association.

Tara is an Arizona native and lives in Phoenix with her husband and son. Outside of work, she enjoys playing the violin, BMX racing, dancing and spending time with family and friends.