Tara joined Waverly Advisors in September 2024 following the acquisition of CenterPoint Wealth Management by Waverly Advisors, LLC. As an Advisor Support Specialist, she excels in financial software, providing technical support, database management, and quality control assessment within the banking, credit union, and financial sectors.
In her role, Tara focuses on integrating new technologies, enhancing data reporting, developing workflows, managing databases, negotiating vendor contracts, maintaining client portals, collaborating with advisors on quarterly reporting and invoicing, and supporting compliance and quality control efforts.
Tara is happily married with two grown children. She enjoys attending sports events with family and friends.