Tara joined the firm in April 2022 as Senior Operations Specialist, bringing more than 25 years of industry experience. Her background includes a long-standing tenure at Raymond James Financial, where she worked closely with the Klingman & Associates team in a variety of roles. Tara plays a key role in supporting both clients and team members across a wide range of operational functions. She holds a degree in Interdisciplinary Social Sciences from the University of South Florida, with a concentration in Economics and History.