Tara Cearnal, Operations Manager
They can feel confident that they have a plan for if the market drops or if there is a medical emergency or if they can take that long vacation they aren’t sure they can afford. Our clients can rely on us for anything they need. We are a “guru” or “teacher” that they can turn to in times of fear.
I went to college for communications because I love working and interacting with people. Joining the finance industry in 2000 allowed me to engage people in a new way. I love seeing the various ways we can help our clients through financial planning services. Our independent approach in working with clients allows me to really know who our clients are and I’m invested in their true happiness.
Please share one of the most unique or meaningful “lifestyle” experiences that your client achieved.
It’s hard to pinpoint one, but an aspect of our job is working with a widow or widower. As you can imagine, talking about money is difficult and overwhelming in times of loss. On many occasions, I’ve created deep bonds with my clients, because they know I truly understand the loss and pain that comes with monumental life moments such as spousal loss.
I grew up Austin, lived in Denver for 13 years and currently live and work remotely in Western Massachusetts. In 2016 my boyfriend, Mike, and I wanted land so we moved back to where he grew up. We have two old lady labs Bailey & Laci and a very cute cat named Pookie Pooks. I played volleyball in college & will continue until my body gives out. I work with CASA as a mentor and court-appointed child advocate for kids who have experienced abuse or neglect.
These views may not be representative of the views of the other clients and are not indicative of future performance or success.