Partner / Principal Fiduciary

Tara joined CFS in 2014 as an Account Administrator. She became a licensed fiduciary in 2018, transitioned to Principal Fiduciary in 2020, and Partner in 2022. Additionally, Tara became an Enrolled Agent in 2019, exemplifying her love of taxes. She studied Accounting at Arizona State University and Rio Salado College. Tara has 15 years of experience in the accounting and banking fields, and several years of experience in the fiduciary industry with a focus on trust administration, forensic accounting, financial management and taxes. She holds an active fiduciary license and is a member of the Arizona Fiduciaries Association.

Tara is an Arizona native, and lives in Phoenix with her husband, son, and daughter. In her free time, she enjoys playing the violin, BMX racing, spending time with her family and friends, and mentoring women in her church.