Tara Blair is the Private Wealth Advisor for Sage Private Wealth Services. She provides sophisticated estate, business succession, investment and philanthropic strategies for affluent individuals and business owners. Tara focuses on developing key concepts and creative strategies with a process-oriented approach that brings security and comfort to the lives of her clients and their families.
Tara has over 25 years of experience in the world of finance. Prior to joining Sage Private Wealth Services, Tara gained valuable experience working at PricewaterhouseCoopers as an auditor of both public and privately held businesses.
Tara graduated from Texas Christian University, Cum Laude, with a B.B.A in Accounting and Finance. Tara is a CPA* and has earned the CFP® certification. She has held her CPA since 1997 and is part of an elite group of CPAs that passed all four parts of the exam the first time. Tara has held her CFP® certification since 2001 and again was part of an elite group that challenged the exam and passed the first time. Tara is a past President of a local women’s group. Tara has chaired numerous finance committees in the Dallas/Fort Worth area and also served on several non-profit Boards of Directors.
Tara and her husband reside in Fort Worth, Texas and have two children. Tara earned her black belt in Tae Kwon Do in 2011 and also enjoys snow-skiing, scuba diving and swimming.
*Licensed, not practicing on behalf of LPL Financial This firm is not a CPA firm.
***Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.