The foundation of Tasha’s wealth planning and management philosophy coalesced during her years as an entrepreneur, where she learned the true value of developing personal relationships and customized service for each client. Her additional experiences working for a CPA firm with high net-worth families, and as a CFP® professional, have expanded the perspective and skills necessary to support investment and wealth management for clients with varied needs.
For over a decade, Tasha has worked with clients at all stages throughout 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 to assist them in achieving their goals.
A longtime Longhorn, Tasha received her undergraduate degree from The University of Texas at Austin in 1998, and later completed The University of Texas at Austin Financial Planning Certificate Program where she now serves as 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 2016, Tasha discovered a new passion for assisting clients in transitional stages in their lives, leading to the completion of her Collaborative Divorce Texas Basic Interdisciplinary Training, and in 2017, she completed her Advanced Interdisciplinary Training. This allows her to act as a financial neutral in the collaborative divorce field in order to help both spouses in a relationship resolve conflicts and prepare for the future through education and negotiation while focusing on achieving individual and mutual goals.
Tasha lives in the Lakeway area of Austin. She proudly serves as Treasurer of W-Connect (a non-profit organization) 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.