Tara Wallace

Senior Client Success Manager

Tara is a Senior Client Success Manager at Facet Wealth.  Prior to joining the Facet team, Tara has worn many hats across multiple industries, spanning from owning her own businesses in the NYC metro area to VP of a tech company. She most recently worked on an exciting Merger & Acquisition of a private physician’s practice.  Tara is an entrepreneur at heart and enjoys helping people thrive in their endeavors both personally and professionally.  Finding her new home at Facet, she is excited to help clients achieve financial wellness.  In her off time, Tara has two kids that keep her moving and she enjoys sneaking in as much time on the golf course as possible.

Education: Bachelors, Rutgers, the State University of New Jersey(BA)

"“People don't care how much you know until they know how much you care” ― Theodore Roosevelt

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Get to know Tara

Celebratory photo on the Hudson for my brother’s wedding with my kiddos

Fishing monsters

Smiling is our favorite

“They call it golf because all the other four letter words were taken.” -Raymond Floyd

Where's your favorite place in the world?

Sydney, Australia- went for 2 weeks, cried at the airport about leaving…stayed another 2 weeks

What are some of your pet peeves?

Being hung up on drives me bananas.

What's the last book you read?

I reread Atlas Shrugged, by Ayn Rand

What four individuals, living or dead, would you like to eat dinner with the most?

This has always been a difficult question for me, until I met my best friend. It would be her sister and father, I wish I had the opportunity to know them.