Tara Small
Director of Insurance Services
As Director of Insurance Services, Tara Small possesses years of specialized knowledge in many areas of insurance services. She is known as a results oriented team member and problem solver for our clients whether they need general account services, RMD requests from their insurance policies, partial withdrawals or beneficiary updates.
Tara holds a life and health insurance license and earned her degree in Economics from Western Washington University. In her free time, Tara is an avid advocate for animal rescues and loves being outside, playing tennis and doing puzzles with her family.