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.
EDUCATION
International Academy of Design – 2004
COMMUNITY INVOLVEMENT
Give Kids The World – past Volunteer
OUTSIDE OF 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 is in the hospitality industry, so his job takes him and their family all over the country. In 2014, their family relocated to Hershey, PA, where he accepted a position with Hilton in Harrisburg. In 2016, Gadiel accepted a position in Greenville, SC, where they resided for 3 years. In 2019, Gadiel was offered an opportunity to relocate back to Pennsylvania. Currently, Tara and her family reside outside of State College in Lewistown, Pa.
Tara telecommutes and so, when she and Gadiel aren’t working, they can be found traveling a lot. 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.