Tara’s role is dedicated to carrying out many of the operational and service-oriented tasks associated with executing our integrated investment and financial planning strategies. Tara is passionate about executing these tasks accurately, efficiently and with a great disposition which enables our team to deliver an excellent client experience.
Tara graduated in 1987 from the University of Delaware with a B.A. in International Relations. She has worked in the Baltimore region in a variety of positions: at the Johns Hopkins University Press, as marketing manager for a mental health foundation, in medical sales, in client services for an independent financial adviser, and most recently, as retirement services coordinator, providing operations and administrative support for over 100 401(k) plans. She earned her Chartered Retirement Plans Specialist℠ designation in 2015. Tara joined Harbor Investment Advisory in August 2015.
Tara is an avid tennis player and is active in the Howard County, Maryland USTA. She serves as captain of USTA tennis teams. When she is not on the court, she can be found at concerts, watching indie movies, traveling, or spending time with her family and friends in the Columbia area.