Tara is originally from New Jersey where she earned her BA in Mathematics and Computer Science. She has also lived in PA, NC and GA, but now proudly calls Texas home.
She’s a seasoned wealth advisor who specializes in comprehensive financial planning for families, business owners, and high-net-worth clients. With years of experience in the financial services industry, Tara is committed to helping clients navigate complex financial decisions with confidence. As a Chartered Financial Consultant®, Investment Advisory Representative, and Life Insurance license holder, she provides guidance in investment management, retirement planning, estate preservation, and risk mitigation strategies.
Tara has three grown children – Trevor, Makenna and Luke, and she loves spending time with them as often as possible. She also enjoys looking after Oakley, her rescue pup. For fun, Tara enjoys cooking, entertaining, and being outdoors.
“At Smith Anglin, we are centered on building lasting relationships, understanding each client’s unique goals, and partnering to develop customized financial strategies to help them achieve long-term success.”
14755 Preston Road, Suite 700
Dallas, TX 75254
972.267.1244 local
800.301.8486 toll free
972.267.1243 fax
Check the background of this practice on FINRA's BrokerCheck.
Founded in 1967, Smith Anglin is a wealth management practice based in Dallas, Texas. As trusted financial stewards, we provide an elevated standard of care and manage over $1.9 billion in client assets* for a select group of pilots, families, individuals, and business owners in 48 states and abroad. With deep roots in accounting, tax planning and aviation retirement readiness, our mission is to conscientiously help secure the financial well-being of our clients over the course of their lives, working diligently to help them achieve their goals, dreams and financial security.
*Data current as of 6/16/2025
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HTA Client Relationship Summary
HTS Client Relationship Summary
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org