Manager – Retirement Plan Services
Tara joined Alpha Pension Group in 2019 and is an integral part of building meaningful relationships with all of Alpha Pension’s valued clients. Tara is responsible for overseeing the scheduling and preparation of all meetings and conference calls conducted by advisers and education consultants, whether it be investment committee meetings, group education meetings, or individual participant meetings. Furthermore, she facilitates client communications and ensures all clients have their voices heard by the Alpha team.
Prior to joining Alpha, Tara was a client service manager for 7 years and learned to manage multiple client tasks simultaneously as well as developed excellent organizational and administrative skills that now enable her to consistently exceed client expectations.
When not at work, Tara loves spending time with her family in coastal Maine. In addition, she coaches both All-Star and high school cheerleading and her favorite memory was reaching the Nationals competition in Texas.
University of Massachusetts, Lowell; B.S./B.A. Management and Marketing