With her industry experience, passion for community and dedication to her clients, Tara represents C&N Investment Services well in Bucks County and surrounding areas. As an honors graduate of Indiana University of Pennsylvania, she is currently working towards her MBA and holds her Series 7 and Series 66 securities registrations, currently held with LPL Financial.
Tara is passionate about giving back and serving her community. In a previous role, she was a Women’s Inclusion Specialist and continues to be an advocate for women in the workplace. She also donates her time as a Girl Scout Leader and is involved in her church.
Tara lives in Glenside, PA with her husband, Russell, and her two daughters, Natalie and Courtney.
“It is a privilege to have clients invite me into their lives and to work with them to pursue their financial goals, establish wealth preservation strategies for themselves and their future generations.”