Senior Wealth Advisor
Tara joined BlueSky in 2022 as a Senior Wealth Advisor. She believes in fee-only advising and its ability to deliver objective and prudent advice specific to each client’s unique situation. Tara actively formulates and implements personalized financial planning strategies and manages day-to-day client advisory needs in her role. Her responsibilities include clients’ financial planning and investment management strategies, scenario building, and plan development.
Tara graduated from West Virginia University Institute of Technology in 2001 with a Bachelor of Science degree in Accounting and a minor in Finance. She received her CPA license in North Carolina in 2006 and holds the designation of Chartered Global Management Accountant (CGMA). She is a member of N.C. Association of Certified Public Accountants (NCACPA) and the American Institute of Certified Public Accountants (AICPA).
Tara has a wealth of experience in various industries. Her previous roles include she was a Senior Client Advisor at a financial service firm in New Bern for seven years, and as a non-profit accountant as the Director of Finance for Epiphany School of Global Studies for four years ,and six years of experience as an accountant and accounting director at Carteret General Hospital. Tara has held many different positions throughout the finance world, but she has always found great joy in her work advising her clients’.
Tara lives in New Bern, North Carolina, with her loving husband and two daughters.
What do you enjoy most about being part of BlueSky?
I enjoy BlueSky’s team approach and collaborating with colleagues and other professionals to help our clients achieve their goals.
What does “improving the quality of our clients’ lives” mean to you?
“Improving the quality of our clients’ lives” means finding out what matters most to the client by actively listening and helping them create a plan to achieve their goals.
What keeps you busy when you’re not working?
I enjoy spending time with my husband, two daughters, and extended family. We love spending time at the beach or camping and hiking in the mountains of West Virginia.
I enjoy being involved with my community and giving back through service work when not working. I have been a member of the New Bern Breakfast Rotary Club for over ten years. The club has a local project providing new shoes to Craven County children in need.