Tara is a managing partner at GFA Financial Group, LLC. Tara was born in Marietta, Georgia but grew up in the Clearwater/Tampa area. She earned her Bachelor of Science in Business Administration with a major in Finance from the University of Florida with high honors. She holds the Series 7 securities license, Series 66 license for investment advisory accounts, Life Insurance and Variable Annuity licenses and is licensed in over 30 states. She has been working with her father and brother at GFA for over seventeen years.
Tara loves helping people plan for their financial future. She enjoys working on portfolio design, asset accumulation, estate preservation and retirement income planning needs. At a very early age she decided she wanted to become a financial advisor. She enjoys working with such wonderful clients and feels blessed to be able to work with her family. Tara resides in South Tampa with her husband Whalen, daughter Madelyn and son Dylan.