Tara Cruz began her career in financial services in 2006 at a retail bank in Orlando, Florida, holding various roles while in her tenure there. In 2014, she briefly worked for PNC Bank in Hershey and joined Planning Strategies, Inc. later that year as Investment Advisor Assistant. She maintained the same role here at PSI Capital Management and in 2021, was promoted to Marketing & Client Services Team Coordinator.
As our Marketing & Client Services Team Coordinator, Tara uses her creative skills and client-centric spirit to help our team both inside and outside of the firm. In her role as Marketing Coordinator, she helps our team find and build new client relationships. As our Client Services Team Coordinator, she works closely with the Client Services Team to strengthen our existing client relationships and ensure they are served well.
Professional Degrees
- International Academy of Design
Community Involvement
- Give Kids The World – past Volunteer
Outside the Office
Tara was born and raised outside Orlando, FL. Tara married her grade school best friend, Gadiel, in 2005 and they have two sons, Isaiah and Micah. Gadiel's career has taken their family all over the east coast. They have resided throughout Central Pennsylvania, South Carolina and most recently, Georgia. Tara currently works remote in the Atlanta metro area.
Tara and her family love adventure and travel. They enjoy exploring locally, taking weekend road trips and visiting family back home in Florida and Puerto Rico. Tara enjoys cooking, interior design, and spending time with her family.