Tara is a Certified Trust and Financial Advisor (CTFA) and an attorney. She received her Bachelor of Business Administration in Finance from Washington State University and went on to earn her Juris Doctor from Willamette University College of Law. Prior to attending law school, Tara served as a registered representative with a national broker/dealer.

Formerly responsible for day-to-day trust administration, Tara now supervises those duties. Her primary responsibility involves coordination of the firm’s operational and compliance requirements, and also assists with other tasks as needed. She is a sought-after speaker on the subject of probate and trust administration. Tara is married and has two almost grown boys and one unruly mutt. She was once a competitive freestyle skier and although she gave it up her life has not gone downhill. She now loves to squeeze in as many days on the mountain as possible and find a little extra time for knitting and sewing fabulous garments.

Professional Affiliations

• Member, Oregon State Bar (Elder Law Section)

• Member, Portland Estate Planning Council

• Member, Greater Portland Compliance Association

• Member, Oregon Banker Association (Trust Committee)

Community Involvement

• Past Board Member, Albertina Kerr Centers

• Board Member, Rotary Club of Portland

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