Tasha’s planning and management philosophy was formed 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, on divorce teams, and as a CFP® professional have expanded her perspective and skills necessary to support clients with varied needs.
For more than a decade, Tasha has worked with clients at all stages of their financial lives to provide highly personalized guidance and comprehensive financial planning pertaining to:
Tasha brings objectivity to client situations, works to anticipate and prepare for life changes, and takes the time to clearly understand clients to assist them in achieving their goals.
In 2016, after beginning her own long and challenging divorce, 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. In 2017, she completed her Advanced Interdisciplinary Training. This allows her to act as a financial neutral in the divorce field where she advises and educates both spouses. She is also adept as a financial advocate, assisting one spouse through their unique financial circumstances. In either situation, she looks to help resolve conflicts and prepare for the future through education and negotiation, while focusing on achieving individual and mutual goals.
A Texas Exes Lifetime Member, Tasha received her undergraduate degree from the University of Texas at Austin in 1998, and later completed the UT Austin Financial Planning Certificate Program where she now serves as an adjunct instructor. In 2011, she achieved the CERTIFIED FINANCIAL PLANNER™ (CFP® professional) designation from the Certified Financial Planner Board of Standards, Inc.
Tasha lives in the Lakeway area of Austin. She proudly serves on the board of W-Connect and Ladies of Charity (non-profit organizations), is the Women’s Initiative Co-Chair for the Austin Financial Planning Association (FPA), and teaches Financial Peace University at her church. In her spare time, Tasha enjoys reading, being outdoors, and spending time with friends and family.