Tara is a Senior Account Executive and has been with the team since 2016. She is responsible for the management of current accounts in central Massachusetts and also the onboarding of new accounts to the trust.
Tara brings over 20 years of client management and employee benefits experience to the company. She had previously worked as a product manager for a health carrier and a benefits broker assisting clients with benefit strategies. In addition to these tasks, she was also in charge of educating employees on their benefit programs.
Tara is a Registered Health Underwriter, licensed as a Massachusetts life, health, property & casualty producer.