Tara joined Riverview Trust Company in 2016 and has over 10 years of experience in accounting and trust administration, as well as extensive experience with business management. In her role as Client Service Specialist, Tara manages many operational aspects of our Oregon office and works closely with our clients to ensure their financial plans are fully executed and maintained.
Tara spent the first part of her career as an accountant with a local public accounting firm where she helped individuals and business owners with accounting, tax planning and compliance, and business financial management. She left public accounting in 2014 to join Wells Fargo Private Bank, where she administered large trusts and estates and advised many high-net-worth clients regarding complex financial issues. She was excited to join Riverview Trust Company in 2016 because of the firm’s focus on providing high quality, local and deeply personalized service. Her knowledge and experience as well as her superior organizational and project management skills are invaluable to our clients in helping them achieve their personal financial goals.
Tara holds a bachelor’s degree in business administration & accounting, with a minor in communications, from Oregon State University.
Tara enjoys spending time outdoors with her husband and daughter. They also love to travel, mostly to Disneyland or Hawaii!