Tara serves as our Business Manager, also acting as a concierge to our valued clients since 2017. She attended training at the then-1st Global headquarters in Dallas, TX in 2018 and then joined our Wealth Management team. Her focus is to ensure that partnering with Rounsfull Financial Group is an enjoyable and beneficial experience for everyone. She also manages client relations, PR, and marketing strategies for Rounsfull Financial.
Tara grew up in Chicago and moved to Arlington Heights in 2015 with her husband, Marco and four children: Zoe, Mycaila, Sienna and Cole. She spends most of her time at activities with her kids, serving on PTO’s, cooking and traveling.