Tara Johnson CFP®
Tara graduated Magna Cum Laude in 3 years from Texas Tech University. She was an NCAA Division I Academic All American and attended Texas Tech on a full-ride track scholarship. She was team captain of the Women’s Cross Country and Track Team at Tech. Tara completed the CFP® curriculum through the College of Financial Planning and is a Certified Financial Planner (CFP®). She is an active member of the Financial Planning Association (FPA) and the Investment Committee Chair for a local non-profit organization. Tara has also served as a Commissioner for the CFP® Board's Disciplinary and Ethics Commission in Washington, D.C.
Tara has worked in private wealth management since 2000. She uses a personalized, client-centered approach to investment consulting. She is actively involved in implementing and monitoring client’s investment, retirement and estate planning goals. She also serves on Sovereign's Capital Markets and Money Manager Review committees.
In addition to private wealth management, Tara manages institutional company retirement plans. She works closely with plan trustees to ensure they are meeting their ERISA fiduciary responsibilities. She acts as a liaison between trustees, participants and pension administrators
Tara and Sovereign Wealth Advisors were featured in Overlake Hospital’s video for the Community Partners Business Luncheon. To view the video, please click on the following link: