The foundation of Tasha’s wealth planning and management philosophy was built during her years as an entrepreneur. Among other things, this instilled in her the importance of personal relationships and customized service for each client. She has developed a passion for working directly with clients to determine the best financial strategies for their situation and goals. Her varied background of working for a CPA firm, high net-worth families, as a CFP® professional, and as an entrepreneur provides diverse experience to support investment and wealth management for clients with varied needs.
For over ten-years, she has worked with clients at many stages in their financial lives to provide highly personalized wealth management guidance and comprehensive financial planning in the areas of retirement, college funding, tax and estate planning, wealth transfer, and insurance. Tasha brings objectivity to client situations, works to anticipate and prepare for life transitions, and takes the time to clearly understand clients in order to assist them in achieving their goals.
Tasha completed The University of Texas at Austin Financial Planning Certificate Program and is now an adjunct instructor with the program. In 2011, she achieved the CERTIFIED FINANCIAL PLANNER™ (CFP® professional) designation from the Certified Financial Planner Board of Standards, Inc. In 1998, Tasha received her undergraduate degree from The University of Texas at Austin.
Tasha lives in the Lakeway area of Austin with her husband Robert and cats, Tink and Kai. She is the Treasurer of the non-profit, W-Connect and has been active with the Central Texas Chapter of The Leukemia and Lymphoma Society for many years, including four years of service as a board member (2006 – 2009). Tasha is an avid sailor whether it be in the Caribbean, Mediterranean, Lake Travis, or offshore. In her spare time, Tasha also enjoys reading, being outdoors, and spending time with friends and family.