Director of Client Services
As Director of Client Services, Tara Small is a go-to resource for our clients with their account service needs, including RMD requests, partial withdrawals and beneficiary updates. With nearly a decade of experience in the financial industry, her life and health insurance license and a degree in economics from Western Washington University, Tara’s thorough and detail-oriented approach for organizing account information helps give our clients peace of mind. She thrives on client interaction and has a passion for seeing how different financial products can work together to fit the unique needs of each client. Prior to the financial industry, Tara spent ten years working in title insurance and real estate. In her free time, Tara is an avid advocate for animal rescues and loves being outside, playing tennis and doing puzzles.