About Tara
With over a decade of experience in the financial services industry, Tara assists clients with all their administrative needs. Tara also supports multiple Advisory Teams, serving as the primary point of contact for clients, managing communications, and facilitating financial transactions.
Tara lives with her husband and three children in San Diego, where she enjoys cooking, live concerts, and exploring the outdoors with her family.
Education and Professional Milestones
- San Jose State University – Bachelor’s degree
- Joined Focus Partners in January 2025 through the firm’s merger with HoyleCohen, where she worked since 2013
With over a decade of experience in the financial services industry, Tara assists clients with all their administrative needs. Tara also supports multiple Advisory Teams, serving as the primary point of contact for clients, managing communications, and facilitating financial transactions.
Tara lives with her husband and three children in San Diego, where she enjoys cooking, live concerts, and exploring the outdoors with her family.
Education and Professional Milestones
- San Jose State University – Bachelor’s degree
- Joined Focus Partners in January 2025 through the firm’s merger with HoyleCohen, where she worked since 2013