Tara Marshall

Client Services Associate

I transitioned into the role of a financial administrative assistant after a dedicated 23-year career in the dental field. My passion for patient care and helping others has been the cornerstone of my professional identity, and I now aim to channel that same dedication into supporting financial operations within the finance sector.

Having spent over two decades in dentistry, I have honed my skills in attention to detail, client relations, and healthcare administration. These transferable skills form a solid foundation for my new role, where I will be responsible for client and financial advisor support.

As a mother of three daughters, I am aware of the financial challenges that come with major life events. With my children preparing for college and weddings, I understand firsthand the importance of sound financial planning and management.

Outside of the office, I enjoy spending quality time with my husband and children. Family activities are a priority, and I love traveling, fishing and watching my daughters play volleyball. 

I transitioned into the role of a financial administrative assistant after a dedicated 23-year career in the dental field. My passion for patient care and helping others has been the cornerstone of my professional identity, and I now aim to channel that same dedication into supporting financial operations within the finance sector.

Having spent over two decades in dentistry, I have honed my skills in attention to detail, client relations, and healthcare administration. These transferable skills form a solid foundation for my new role, where I will be responsible for client and financial advisor support.

As a mother of three daughters, I am aware of the financial challenges that come with major life events. With my children preparing for college and weddings, I understand firsthand the importance of sound financial planning and management.

Outside of the office, I enjoy spending quality time with my husband and children. Family activities are a priority, and I love traveling, fishing and watching my daughters play volleyball.