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Principal and Head of Client Relations

Tara is Principal and Head of Client Relations at enTrust Wealth Advisors where her strengths in service, product knowledge and operational leadership come together to deliver an exceptional experience for the firm’s clients.

Tara has over 25 years in financial services. Her primary focus has been on client service and support – playing a central role in enhancing the client experience by anticipating needs, solving problems and quickly following through in order to provide exceptional service.

Prior to joining enTrust Wealth Advisors, Tara spent a combined 14 years working with Dan Conners and Michael Crawford at UBS Financial Services and the Conners Crawford Wealth Management Group, Morgan Stanley and Conners Capital Management – at all times committed to helping wealthy families ensure smooth communications and pursue their objectives. Tara started her career in the securities sector in 1992 with Lehman Brothers in New York.

Tara resides in San Diego with her husband and four children. In her free time she enjoys working out and spending time outdoors with her family.