Tara's Story

Tara Howey, CPFA brings over twenty years of experience in the financial services industry, having started her career during high school at a local insurance company. Motivated by witnessing individuals affected by inadequate financial guidance, she is passionate about helping her clients build financial confidence through informed decision-making.

As an Independent Advisor and Consultant, Tara takes a holistic approach to finance, understanding that true financial confidence involves a comprehensive strategy for asset accumulation, asset preservation, and wealth transfer. She prioritizes education and empowerment, partnering with Wealth Advisors, CPAs, and Attorneys seeking plan cohesiveness. Tara primarily serves families, business owners, retirees, and widows, pursuing their investment objectives.

Outside of her professional life, Tara cherishes time spent with her husband, Jason, and their dogs, Molly and Brucy, at their farms in East Texas and Southeast Oklahoma. They are passionate about gardening, animal care, and enjoying the great outdoors through fishing, traveling, and other activities.