OUR TEAM

Tara Lewis

Office Assistant
 

Tara Lewis is our Office Assistant and Operational Specialist. She is the voice you usually hear on the phone. She takes care of your money movement requests, schedules our return phone calls and client meetings. She coordinates our account paperwork and manages the completion of your Required Minimum Distributions (RMDs). She has been with us since 2014 working hard for our clients in our office as well as studying to be a financial counselor in the future.