Tara Blair is a member of Sagemark Consulting Private Wealth Services, a division of Lincoln Financial Advisors Corp. She provides sophisticated investment and philanthropic solutions for affluent individuals and business owners. Tara focuses on developing key strategies with a process oriented approach that brings security and comfort to the lives of her clients and their families. Tara and Ryan have a few clients they join forces to serve.
Tara has nearly 20 years of experience in the world of finance. She has been affiliated with Lincoln / Sagemark since 1998. Prior to joining Lincoln / Sagemark, Tara gained valuable experience working at PricewaterhouseCoopers as an auditor of both public and privately held businesses.
Tara graduated from Texas Christian University Cum Laude with a B.B.A in Accounting and Finance. Tara is a CPA and has eaned the CFP certification. She has held her CPA since 1997 and is part of an elite group of CPA's that passes all four parts of the exam the first time. Tara has held her CFP certification since 2001 and again was part of an elite group that passed the exam the first time. Tara serves as President of a local alumni association and is a President of a local women's group. Tara has chaired numerous finance committees in the Dallas/Fort Worth area and also served on several non-profit Boards of Directors.