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Tara Ward

Tara Ward

Executive Assistant, SGF Associates Wealth Management

Tara was born in New York and grew up in Cape Cod, Massachusetts. She graduated from Roanoke College in Virginia with a bachelor of arts in Spanish. She participated in an intensive learning program in Peru and a semester abroad in Mexico. She moved to Cincinnati in 2003 to spend the first year of her career teaching Spanish at St. Ursula Villa. She made a career change the following year to enter the world of financial services as an advisor assistant. In 2008, she took a short break from the industry to help with a start-up company where she gained some skills in project management and business development before returning in 2010. Tara will often be your initial point of contact as she answers all incoming calls and ensures the highest level of client service.

She and her husband Kyle, a Cincinnati native, have two kids and two dogs. They love to travel as much as possible.

The above listed company and individual, PCG Wealth Management and LPL Financial are all separate entities. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.