Tara Howey, CPFA

Tara Howey has had the pleasure of serving others in the financial services field for fifteen years. Her strong work ethic lead to her first job while in high school working at a local insurance company. At an early age, she saw individuals who had received poor financial advice and desperately wanted to help. Today, she is driven to help her clients and empower them to make good choices for their financial confidence.

As an Independent Advisor and Consultant, she feels fortunate to assist others holistically with their finances. Tara’s clients know that their financial confidence is not about a single investment. Instead, it is an intricate process of building assets, protecting assets and transferring assets throughout their lifetime. Financial confidence is also very personal, so she spends time educating them throughout their lives and helps them take action. Tara understands the importance that taxes and law can play in an overall plan and partners with CPAs and Attorneys to seek plan cohesiveness. Today, Tara works primarily with families, business owners, retirees and widows to pursue their investment goals.

When she’s not in the office, she enjoys spending time with her husband Jason and their dog Molly on their East Texas farm. They have a passion for gardening and animals and spend time cultivating the homestead. They love to fish, travel and be outdoors.

Favorite core value: Gratitude - I am thankful to be able to help folks make decisions that protect and impact the people and things they care about most.